salesflow keeps clients closer

3rd Sep 2007

Clestra Hauserman has reported two major advantages following the installation of business process management software.

Since installing Sawfish Software’s SalesFlow, the Surrey-based manufacturer of high-quality office partitions, has seen a 25% reduction in the time taken to input project data. It has also been able to handle client information more efficiently, leading to more quality contact with clients and higher client retention.

Clestra Hauserman installed SalesFlow to assist its UK sales team in project and task management. The system replaced software designed specifically for the company which had proved time-consuming and expensive. Sawfish Software was chosen for its internet-based system, high-quality support, and ability to be easily configured to the company’s unique internal procedures.

SalesFlow was tailored to include all relevant data on the full spectrum of contacts working on each individual project. The system also provides a streamlined project tracking system and easily accessible database. The search facility enables quick access to all relevant data relating to a project or supplier.

Clestra Hauserman designs and develops high-quality internal partitions for offices, working primarily with banks and financial institutions in London and other major cities across the UK. It works closely with the client, architect, contractors and acousticians in the interior design of office space.

Tim Surman, UK Sales Director for Clestra Hauserman, said: "With SalesFlow the sales team has quick access to all relevant data. The search facility enables staff to pull up any documents and information within seconds, and the online system facilitates easy access from locations other than the office, reducing downtime and again improving the speed with which we can respond to customer enquiries.

"The ability to track the progress of projects and view all data relating to a supplier or a contract has enabled Clestra Hauserman to deal more efficiently with its clients. This has lead to a better understanding of clients’ needs, and in turn closer working relationships."

Steve Hull, chief executive of Sawfish Software, said: "For each project, Clestra Hauserman liaises with a complex spectrum of contacts and it was vital that the software could link all the relevant information. Sawfish Software has configured SalesFlow to incorporate this along with the company’s internal procedures. By using the software to establish closer understanding of its clients, Clestra Hauserman is enjoying impressive client retention."

SalesFlow is a sales automation software solution which can be fully customised to a company’s practices. It combines customer relationship management (CRM) with business process management (BPM) providing a real-time overview of a sales team’s activity as well as up-to-the-minute data on each individual lead. It enables managers to effectively allocate resources, assess training needs and accurately forecast for individuals and departments.

SalesFlow is a Software-as-a-Service (SaaS) solution, hosted via the internet and accessible from any internet browser or mobile device. Customers access the system via a unique logon. SaaS negates the need for additional IT infrastructure investment and maintenance, and provides clients with 24 hour support and regularly upgraded software.