MS CRM Case Studies

Systemcare (UK) Ltd

Systemcare is a fast growing telecommunications reseller based in Worthing in Sussex installing and maintaining telephone systems for businesses in the area. redware implemented Microsoft CRM for a team of 15 salespeople together with a customised diary system for booking appointments for sales people and integration with Sage Line 50 and SMS text messaging.

IT Genie Limited

IT Genie Limited is a rapidly expanding technical support company with 14 staff based at two sites (in Crawley and Aylesbury) servicing SME’s across Sussex, Surrey, South London, and Buckinghamshire. redware implemented complex invoicing of monthly charges by integrating CRM with their Sage Line 50 accounting system as well as making significant usability improvements for logging service activities.

URALSIB Securities Limited

URALSIB Securities Limited is the UK subsidiary of one of the largest Russian banks with over 17,000 employees and 3 million customers. The London office maintains relationships with the City of London and is subject to regulation by the FSA. redware customised CRM to provide a robust document management system designed to satisfy MiFID requirements for customer categorisation internationally for URALSIB compliance officers in London and Cyprus.

Lyons Presentations Group Limited

Lyons Presentations Group Limited sell over £6 million worth of promotional goods via their sales force and strongly branded web sites. redware implemented a purchase order and job costing system within CRM and integrated our SYNC Uploader software so that sales orders and purchase orders are automatically entered into Sage Line 50 without any retyping by the accounting department. SYNC Accounting software allows salespeople to view the complete sales history for each customer from within CRM as part of the quotation process.