STM Packaging Group Ltd
It was crucial to us to have the expertise both in GoldMine and in our company and its goals. CRM-UK were therefore the perfect choice for us and we are very happy with the outcome of the project and the efficiencies that it has given us.
- Migrate away from an aging GoldMine system
- Integegrate with Sage Line 50
- Save Time avoiding entering information twice
- Implement a system for two distinct business units
- GoldMine’s quirky database structure
- Integrate with two Sage Line 50 Companies
CRM-UK implemented Gold-Vision CRM as its standard out of the box functionality ticked all the boxes. STM Packaging provide an unrivalled service to their clients and prospects so a Gold-Vision CRM system was the only CRM Solution that would keep up with their sales team. We also implemented integration between Gold-Vision CRM and Sage Line 50 to provide the following functionality:
Synchronise Company and Contact information with CRM as the master
Display Account status information within CRM to ensure sales people aren’t selling to non-payers
We analysed the requirements of STM Packaging, worked closely with their management team and highlighted greatly improved Opportunity Management, far better document management and creation functionality and the ability to integrate with their Sage Line 50 accounts package were top of the list of requirements.
Synchronise price lists for quicker and more accurate quoting with Sage as the master
Automatic creation of sales instances when a sale is closed won in CRM to reduce data input and streamline sales order processing
- Days saved per week
One of the main architects of the system within STM Packaging, Dean Gray predicts that they have saved 1 or 2 man days a week with this integration between Gold-Vision CRM and Accounts