VISION CRM

Portfolio Details

Details

  • Title: VISION CRM
  • Categories: Bespoke Development, Vision CRM
  • Company: Lifting Systems
  • Year: 2015

Description

Lifting Systems approached PSP to provide a CRM solution to replace their paper-based purchase order and job management system. PSP worked closely with Project Stakeholders at Lifting Systems to understand and document their requirements/processes and from this developed a fully customised version of its in-house developed VISION CRM solution.

The new VISION CRM system needed to replace an existing Microsoft Excel spreadsheet and a paper-based system of managing purchase orders, jobs and job milestones.

Their requirements for this development were:

  • User profile management to assign permissions to users of the system
  • Customer and contact management
  • Emailing from within the application
  • Job management and workflow status tracking
  • Supplier management
  • Purchase order management with the ability to print and send purchase orders
  • Accurate management on tasks and task updates

 

To enable PSP to fully understand the day to day processes, PSP conducted requirement gathering workshops on site at Lifting Systems.  From this a detailed functional specification was created and followed for development and vigorous testing.

The main use of the new VISION CRM system was to create purchase orders which can be linked to jobs, whilst tracking their expected delivery dates. As well as providing, monitoring on the workflow statuses of active jobs it also tracks their progress to ensure that each job milestone gets completed on time. 

Lifting Systems VISION CRM & MIS was created with the following modules:

  • Company and contact management
  • Job and job workflow management
  • Supplier management
  • Purchase order management and processing
  • Tasks and task update tracking

Visit our VISION site for more information.

Benefits 
Lifting systems have seen considerable benefit from the new development some of these include:

  • Being able to manage customers and contact information with ease
  • Better visibility and management of their job statuses
  • Significant time saving on all data handling
  • Quick access to purchase orders and job progress
  • Simple management of task completion against expected completion dates and report on performance 
  • Ability to monitor spend with ease against individual suppliers
  • Manage and monitor deliver performance by suppliers
  • Visibility of purchase history and pricing of items

"We approached PSP with our requirement for a bespoke CRM/Tracking software. Throughout the design and installation process, they provided a professional service and regularly kept us up to date with progress.

Joe, Richard, Mark, James and Emma were all very helpful and a pleasure to deal with. I’m sure we will expand the Vision software in the near future and look forward to working with PSP again."

Quote from Andy Fletcher, Lifting Systems IT Manager

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