SharePoint CRM for UK Ports
UK Ports Promises Compliance with SharePoint CRM
This UK port client was looking to update their existing SharePoint environment and connect to a modern CRM system.
Executive brief
Creating a connection to CRM
Our client works with shipping ports across the UK to establish safety and compliance training, as well as making sure they’re continually up to date on the latest compliance information. They didn’t have a huge scale of operations and their client base is limited. They were keen not to waste time and money investing in a brand new CRM solution.
We developed a CRM system which improved their team organisation and customer relations, and ultimately streamlined efficiency across their business.
The Challenge
SharePoint and CRM
Although their client base is limited to UK Ports, it’s imperative they keep on top of them all. From sharing updates on government policy, to making sure they comply with the latest guidance.
It made no sense for them to invest in an entirely separate software, so wanted a solution build directly into SharePoint – a tool they use daily to ensure easy access and little onboarding time.
The Solution
Keeping customers compliant
Our developers worked on a small scale bespoke development project in order to build the client their ideal CRM. It was fully integrated with their SharePoint framework and customer SharePoint pages to help the client display all the information. Their new features include company diaries with the ability to store documents, company/contact search functionality, checks for duplicated data, and the ability to export all this data into a CSV.
The Results
An improved customer experience
At the end of the project we checked in with our clients to see what benefits they’d seen already. They reported improvements in their customer relationships., due to the added mail merge functionality that enabled customers to stay compliant with any new legislations introduced by the government.
In the end, this solution made it much easier for them to manage customer data and simplify their subscription process. We’ll be checking in with them on a quarterly basis to see what more benefits our solutions could bring to the table.
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