At a Glance
- Sector
- Construction services
- Challenge
- Spreadsheet escape
- Outcome
- Excel project management replaced with CRM capability.
A long-established services business moved project and client tracking away from Excel.
Working through the spreadsheet escape challenges behind Cadman Group's CRM, CRM Insights connected the system to the business process, data quality, adoption and reporting decisions around it.
Cadman Group moves on from trying to manage projects in Excel
Situation
We’ve been going for 150 years and now employ nearly 30 people with a turnover of around three million pounds. Our team provides a range of services to national contractors and developers.
Task
We were finding it increasingly difficult to track clients and projects on Excel spreadsheets. It’s confusing, tricky and doesn’t give you a proper overview. We considered free trials of systems such as Salesforce, but soon realised they didn’t fit our specific needs.
Action
We spoke to Mike at CRM Insights. He quickly grasped what we needed and has implemented a bespoke version of Workbooks CRM. He held our hand through the whole process, looking at the initial data and recommending the best way to set up our new system.
Results
It’s less than two months since we went live, so it’s very early days. It’s a cliché, but I don’t know how we managed without it. Tracking relationships and actions is now so much easier and more efficient. The information it provides really helps improve our client communications and follow up. We’ve yet to make proper use of the reporting features, but I’m anticipating they’ll add significant additional value.
Standouts
It’s been a very good experience. Mike took the time to fully understand the unique way our industry works in terms of opportunities and quotes. He also kept us on track, ensuring we met deadlines that otherwise might have slipped.
