Lifting Systems approached PSP-IT to provide a CRM solution to replace their paper-based purchase order and job management system. PSP-IT worked closely with Project Stakeholders at Lifting Systems to understand and document their requirements/processes and from this developed a fully customised version of its in-house developed VISION CRM solution.
The new VISION CRM system needed to replace an existing Microsoft Excel spreadsheet and a paper-based system of managing purchase orders, jobs and job milestones.
Their requirements for this development were:
To enable PSP to fully understand the day to day processes, PSP conducted requirement gathering workshops on site at Lifting Systems. From this a detailed functional specification was created and followed for development and vigorous testing.
The main use of the new VISION CRM system was to create purchase orders which can be linked to jobs, whilst tracking their expected delivery dates. As well as providing, monitoring on the workflow statuses of active jobs it also tracks their progress to ensure that each job milestone gets completed on time.
Lifting Systems VISION CRM & MIS was created with the following modules:
Visit our VISION site for more information.
Lifting systems have seen considerable benefit from the new development some of these include:
"We approached PSP with our requirement for a bespoke CRM/Tracking software. Throughout the design and installation process, they provided a professional service and regularly kept us up to date with progress. Joe, Richard, Mark, James and Emma were ...