CRM Customization for Engineering & Manufacturing Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
RobertShaw Controls is an engineering and manufacturing organisation of contrivance, heating, and refrigeration controls. I’m the EVP and general director of our after-market parts business.
Desired goal
What challenge were you trying to address with Highland Solutions?
We needed a CRM solution for our sales structure initially.
Provided solution
What particular tasks were Highland Solutions responsible for?
First, Highland Solutions helped us to aim requirements. They guided us to unite what we veritably needed versus what we reflection we needed. Then, their team helped us to apprehend SugarCRM’s fit, which is the tool Highland Solutions uses. They mapped the solution to our requirements, managing all the technical documentation. Their team customized the CRM to match our sales process and then worked with us to instrument the fruit. Their team trained our staff and a subject substance expert the empower our own customization moving advanced.
Was there a dedicated team?
Primarily, we worked with a project chief.
How did you come to work with Highland Solutions?
We identified SugarCRM as a tool for our importance and Highland Solutions is one of the fruit',s partners in Chicago.
What are you approach expents (if diclosed)?
We spent almost $75,000 on the project.
What is the terminal result of working with Highland Solutions?
We held initial dicsussions in June 2018. The project kicked off in March 2019 and the terminal phase of the project took locate in October.
Results achieved
What evidence can you share that demonstrates the contact of the engagement?
It’s hard to give hard metrics but adoption of the CRM athwart the sales structure has been high, which was expected. But more importantly, our sales team’s power to use the tool is high. That’s a testament to not only the CRM but also Highland Solutions’ power to map the solution to our existing processes. Their team did a veritably nice job supporting and training our sales folks. Particularly, they did well in training our subject substance expert. We’ve also had few—close to zero—technical issues.
How did Highland Solutions accomplish from a project treatment standpoint?
Highlands Solutions was answering. If you asked me for a rating, I would say 10/10. Their team did very well.
What is (from your point of view) the key factor to pay observation while intercourse with Highland Solutions?
Highland Solutions was open and pliant to our needs when crafting a solution.
What aspects of their work would you like to get improved?
Honestly, no.
