Urban Concepts Case Study

Posted on Posted in CRM Configuration, CRM Set up, CRM Software, CRM Training

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Urban Concepts Limited

Urban Concepts are based in North West England. Their team have been designing and manufacturing the simplest to the most intricate designed features and structures – street furniture, enhancing urban spaces for over 30 years!

Their naturally consultative approach allows them to listen to your ideas and recommend cost or specification solutions that meet and or exceed commercial requirements which they believe will ultimately build a long term relationship that is effective for all involved.

Objective

Urban Concepts were looking for a CRM that could integrate with their Barbour ABI subscription. Having no existing CRM set up, Urban Concepts were also looking for a company that could help them with a fresh start. They needed a company that were experts in the construction industry that could help them tailor a CRM based on their requirements.

Solution

ConstructionBOS CRM was setup with the salesperson in mind, starting with an in-depth business process review. From this, the first step was to turn on our Barbour ABI integration, allowing access to Construction Leads within the CRM. After that we helped Urban Concepts design email templates that could be sent to potential customers. This allows Urban Concepts to send personalised emails with 1 click of a button. Any person who opens the email can then be followed up with a phone call. Calls can be made directly from the CRM through a VOIP integration with BT and logged against the contact in the CRM. A “less is more” approach was taken, and unnecessary modules and fields were taken out of the CRM to keep the system as simple as possible.

Testimonial

As a Barbour ABI customer, Enhance Consultancy combined with ConstructionBOS is perfect for us. We now have a fully functioning CRM system on desktop and mobile where we can manage our sales team, pipeline and Barbour ABI data. After months of searching for a CRM that fit our business, I spoke to Craig at ConstructionBOS and within a week we were up and running.
Timing couldn’t have been better as the system allows us to work remotely which has been invaluable throughout the Covid-19 lockdown.

– Kev Sharratt, Director at Urban Concepts Ltd

If you’d like to speak to a member of the team about your CRM needs, please get in touch.

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