Manufacturing CRM Case Study
About Contracts Engineering
Contracts Engineering Ltd is a precision sheet metal manufacturer based in Kent, UK, which improves customers’ supply chains by delivering high-quality service, on time in full at competitive prices. Founded in 1989, current owners Catherine and Troy Barratt bought the business in 2012 and invested heavily in technology, machinery, and training to triple the size of the business.
Their primary markets of operation include manufacturing for commercial industries such as light infrastructure, street furniture, construction, design installations, and hard landscaping equipment. They also manufacture for industrial end markets which include extraction and ventilation, food processing and niche engineering equipment companies.
Growth has been achieved not only through great customer service and product quality, but also by customer referrals and a proactive sales approach. As growth continued to be a primary objective, business management decided that a new CRM system was needed to drive the company forward.
The CRM Search
Before turning to Really Simple Systems, Contract Engineering had been using a different CRM for three years but found the system too inflexible for their modern workforce. It was overly complicated with poor reporting features, and it was expensive. Realising this was not meeting their business needs, they decided to search for a new CRM that was a better fit at a more competitive price.
They came across Really Simple Systems CRM from an online search and decided to trial the system alongside several other CRMs, including Pipeline and HubSpot. Company director Catherine Barratt stated, “Running the trial, we found that Really Simple Systems was a really great product that could do everything we needed with a straightforward interface. Really Simple Systems illustrates how easy and simple CRM can be without losing any detail or functionality.”
Catherine was also impressed with her interaction with the customer onboarding process. “Sales rep Muhammad Miah provided us with a fantastic introduction, answering all my questions. We then attended the live introduction webinars which were really good and helped us to get up to speed with the system.”
In making their final selection, Catherine added that Really Simple Systems came out on top due to its “fair, flexible, and sensible pricing”. She also commented that transferring their data from their old CRM software to Really Simple Systems was “super easy”.
Using the CRM
Contracts Engineering is currently using Really Simple Systems CRM to manage daily tasks, keep track of their sales pipeline and run reports. As their business expands, the next step is to look at creating dashboards and reports for a larger team, as well as using the CRM to help with their business planning.
The CRM system has streamlined how the business manages all day to day tasks leading Catherine to say “With all our information in one place, we are able to stay on top of our leads and we know what we need to do each day, rather than scrambling. It allows us to stay on top of potential leads, making follow-ups easier.”
Asked whether the CRM system had any limitations for them, Catherine said “Outside some adjustments to the account view, there are few drawbacks. Our sales process is quite unique in that we are a service provider, so we often have numerous opportunities with an existing customer. To a certain extent we have adapted how we work, but not significantly.”
Moving forward, Contracts Engineering have asked for help tailoring the CRM system to suit their growing requirements.
Catherine explained “Whenever we’ve needed support, the Really Simple Systems support team is always super helpful. The webinars and online tutorials are also informative and well put together.”
Catherine concludes “A CRM system is highly important to our business. We couldn’t manage without a CRM system and we really like Really Simple Systems. If you’re looking for a CRM, talk to Really Simple Systems and take the free trial.”