Sage CRM success story - Percision

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Sage CRM Customer Success

Precision Valve enjoys seamless workflow with Sage CRM

Customer Precision Valve (S) Pte Ltd Industry Manufacturing Location Singapore Solution Sage CRM

Precision Valve (S) Pte Ltd is the regional headquarters of the American firm, Precision Valve Corporation, the world’s market leader in the manufacture of aerosol valves and accessories for more than 50 years. They design, develop and produce new and innovative products dedicated to providing solutions to all liquid, mechanical and pressurized dispensing needs. As a leading aerosol valve manufacturer, the strength of Precision Valve lies in their ability to provide total valve solutions and value-added services to all their customers. The Business Challenge Since 2003, Precision Value has been actively engaged in CRM initiatives to improve access to customer information and service. Unfortunately, their existing lower-tier CRM software could not meet the increasing demands and objectives. It did not provide multi-language options to be used across regions, and fixed tables and structures caused problems in analyses and integration. In

“Successful CRM is the art of blending processes, technology and people seamlessly and Sage CRM has delivered what it promised and more.” Mr Peter Ho, Managing Director, Precision Valve (S) Pte Ltd

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Challenge Precision Valve needed a unified and in-depth view of its customers by every stakeholder, with the ability to track and monitor processes of each customer, and also a workflow module where all policies can be contained within the rules in the system across regional offices.

addition, it lacked web-based efficiency and workflow abilities. It became obvious that they needed a higher-tier CRM software to better manage their sales and marketing processes. Their objectives were to have a holistic approach to customer service, standardized workflow and better control over sales processes across their regional offices. To achieve their goals, Precision Valve turned to Sage CRM to solve their customer relationship management challenges. “The multiple languages and currencies used across offices are continual challenges for us. Moreover, the different systems used did not provide a unified view of our customers. Hence, it was difficult to implement appropriate strategies targeted at specific customers. Evolving to using Sage CRM is a natural progression for us. It brings down the cost of ownership and maintenance, and streamlines processes. It ensures that our personnel is working productively and the bottom

Benefits • Sage CRM provided a complete workflow module and enabled unified, web-based access to comprehensive information about prospects, products, customers and sales processes • This was implemented in multilanguage options for easy usage across regional offices • Standardized workflow, easy tracking and monitoring of each customer’s status with unified, real-time data resulted in a reduced cost of ownership and maintenance across regional offices


Sage CRM Customer Success

“When we needed to improve our customer service and sales support, we turned to them for product recommendations. I was convinced that Sage CRM offered everything that we needed – realtime access to in-depth customer profiles and product and sales information across multiple languages and currencies.” Mr Peter Ho, Managing Director, Precision Valve (S) Pte Ltd

line is enhanced through efficiency,” says Mr Peter Ho, Managing Director of Precision Valve. A Sage CRM partner based in Singapore, implemented Sage CRM for Precision Valve. Benefits

Handles Multiple Currencies and Languages Easily An important feature when dealing with regional implementation is the ability to handle multiple currencies. Sage CRM also allows Precision Valve to better manage its regional offices with its multi-language and currency abilities together with plenty of room for scalability as the business grow. It comes with an exchange table to control exchange rates and convert one exchange rate to another, and even comes with multi-language options. This ability allows Precision Valve to handle users from North Asia, using different languages to access the same database. All these translates into unified, realtime access to a single database by all users cross geography and languages. It results in more efficient and easier work processes.

Integrates Seamlessly and Enhances Governance of Workflow Process The integration module allows for seamless links to external databases and tables, and these links offer better control and customization within Sage CRM. Furthermore, the ability to integrate seamlessly with Outlook creates a more userfriendly interface familiar to most Precision Valve users. In addition, the easy-to–use and unlimited workflow engine allows users to set roles such as triggers, actions or escalation. “This helps to capture all sales processes and accounts, and translate strategies and actions into system policies governing each business process,” relates Mr Ho.

Streamlined Workflow, Unified Database, Boost Productivity With Sage CRM on board, Precision Valve can access updated and in-depth 360-degree views of customers anytime, anywhere, from a single database. The data is available to both field sales and internal customer service representatives.

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This new ability elevated their service uality to a new level.They also save on cost of ownership and maintenance, as only one server is needed for the system and access to software is through web. In addition, new workflow processes have been created that automate existing business procedures. “By automating workflow and providing a bird’s eye view of our customers, Sage CRM empowers us to take fast action to make and keep customers happy and satisfied,” Mr Ho reports. Mr Ho says, “Successful CRM is the art of blending processes, technology and people seamlessly and Sage CRM has delivered what it promised and more.” About Sage Asia Sage Asia, a subsidiary of The Sage Group, plc, provides small-and-medium sized businesses with a broad range of end-to-end business management applications. Its easyto-use, scalable and customizable applications enhance its customers’ competitive advantage. Its products support accounting, operations, customer relationship management, and the specialized needs of accounting practices, distribution and manufacturing. Its portfolio of leading solutions include: Sage 300 ERP, Sage CRM, UBS, EasyPay and Sage ERP X3 among others. Sage’s Asia network covers Singapore, Thailand, Malaysia, China, India, UAE, Saudi Arabia and other key cities in Southeast Asia. For more information or to find out how the Sage CRM can help your business, visit us at www.sageasiapac.com or call +65 6336 6118 today.


About Sage CRM Over 14,000 small to mid-sized businesses across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. When combined with Sage ERP, our customers enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success. Start your 30-day journey to business success now at www.sagecrm.com

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