CRM Case Study : Industrial Process Automation

"melssCRM helps us manage our customer details and track our sales opportunities. It's effective and easy to use. The Support team is quick in responding to queries and we are very satisfied with the solution." Dinesh Kaul, Director, CECPL

Customer Profile

Control Electric Co. Pvt. Ltd. (CECPL) is engaged in Industrial Process Automation, PLC, SCADA, Instrumentation & Panel Engineering, and Turnkey Jobs., since 1989.

CECPL understands customer requirements and provides electronic and mechanical solutions. CECPL has a team of Designers, Programmers, Technicians and Supervisors apart for the admin and Sales teams. plcpanel

Challenge

• As an engineering company dealing with a number of products and services, each enquiry can be different
• Having been in the industry for more than two decades, there are hundreds of Customers, whose information needs to be managed and tracked
• Sales executives have to repeatedly prepare quotations and have a track of all of them
• Activities and the sales pipeline for each executive will have to be tracked and managed

Solution

• CECPL implemented melssCRM for the sales and enquiry processing teams
• Permissions and access rights of users were set up based on the actions they needed to perform and their reporting hierarchy
• Training was provided to the users to have a kick start on using the system
• Negligible customization was done and the solution was usable as it was
• Information is now easily imported and exported from melssCRM

Results

• melssCRM allows CECPL to manage all customer information and history in a central location
• Quotations are generated from the system in CECPL's format
• All opportunities and quotations are tracked and monitored using the system
• Activities performed by individuals on various customers and opportunities are tracked within the system.
• Management is able to generate reports as and when required with updated information

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