Download PDF
CPS Stays Competitive with Better Sales Visibility
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions
- Sales & Marketing
Services
- System Integration
The Challenge
CPS, a sales and service group of companies based in Ontario, Canada, was facing widespread inefficiencies due to a lack of integration between its various databases. The company's outside sales staff had no way to download the sales information contained in their mobile devices into a centralized database that could be made accessible to inside staff. Instead, data had to be rekeyed into a separate database in order to generate weekly and monthly reports. In addition, a lack of database integration meant that staff had to use a word processor to create quotes and, when a quote turned into an actual order, had to rekey the information into the company’s accounting system.
About The Customer
CPS is a sales and service group of companies based in Ontario, Canada. The group includes Control Panel Systems and Complete Packaging Systems. CPS maintains both an outside sales force and an inside team of customer service professionals who support them. The company was facing challenges with its sales tracking process due to a lack of integration between its various databases. This was causing inefficiencies and hindering the company's growth.
The Solution
To resolve its database inadequacies, CPS turned to its Sage business partner, which recommended that the company integrate Sage 300 with Sage CRM, a complete customer relationship management solution. After viewing a demo of Sage CRM, CPS was convinced that it was the perfect solution. Sage CRM enables CPS sales representatives to synchronize their mobile devices each night and export their contact data, notes, and appointment information directly into Sage CRM through Microsoft Outlook. In addition, internal sales staff can create quotes in the Sage 300 Order Entry module and then simply click a button to link to Sage CRM and convert quotes into orders.
Operational Impact
