As with most businesses a sale starts with a lead, this then hopefully progresses to a quote and then hopefully a sale and then payment.
However, processing leads on pieces of paper is difficult to manage effectively, often ending to leads being lost with no way to check if they’ve been followed up, quoted for, won or lost. This was precisely the problem Greenway was experiencing and they needed a software solution to resolve this.
Before we created a CRM for Greenway they were creating quotes manually and then having to remember to follow up the quote, which could often lead to a lost opportunity and more importantly lost revenue. They were also manually creating invoices, which meant the process of chasing payment and then checking for payment was a time-consuming administrative process which they needed to be streamlined.
There was also no easy way of reporting on conversion success rates, cash flow and other ‘business fundamentals’ because all of the business ‘data’ was stored on paper.
There are numerous CRMs available to manage leads and numerous software applications to manage the creation of quotes and invoices. There are also numerous platforms that can manage jobs. However, there isn’t anything that fits the exact needs of a pest control business.
To assist Greenway in building this ‘unique’ system, Sapere provided software consultancy, design, and development services to create a bespoke web-based application. the created CRM now allows the business to manage leads, quotes, jobs and invoices from one place. A printer integrates with the solution to allow staff to print out QR codes and stickers to apply to ethical traps, allowing the owner to identify a problem remotely and then, in line with the business ethos, ethically remove the pest.
A heat map report facility also allows the business to identify outbreaks, within a geographical area, of infestations and react accordingly.
This project illustrates how a really effective, efficient bespoke solution built around the needs of the customer can allow a business to grow without being constrained by paper-based processes.
The following business benefits have been realised by Greenway since the software solution went live.
I wanted a software solution that would both allow my business to grow with more ease and give my domestic and commercial clients a better experience. I approached several companies but decided to go with Sapere due to their professional and easy to understand approach to software development. I knew where I stood at all stages of development and having my own go-to contact in the development stage meant the process could be more organic, with things changing along the…
Andrew Hancock - Owner
We needed our systems to be more robust and to produce reliable data that would inform our business decisions – Sapere delivered just that. The company resolved the issues we had been experiencing and worked to create a platform that could grow with us. We were so impressed, we have continued to work with Sapere for additional projects.
Kevin Brown - Pacifica Group - Group Managing Director
With more than 10 years' experience providing solutions for the financial sector, the team at Sapere are talented, professional and good fun to work alongside. We spent 40 hours with them detailing our specifications and I was extremely impressed with how well this was captured. They really understood the intricacies of our business and have helped improve the working environment for staff. The new digital system they've built has addressed the frustrations of our previous system, especially in reducing the…
Phil Carey - Chief Executive of Tees Mutual and Managing Partner at Careys Personal Credit
Sapere really delivered on this project. From the outset they took the time to understand each element of the business and then built a solution that not only met the needs of the business but developed a solution which can be adapted to suit the developing utilities market.
Andrew Richardson - Troocost CEO
Active Chartered Financial Planners have used Sapere's services for many years now for all of our software solutions inc Web Design, Web Hosting and most recently, building a brand new Client Management Database. If you are looking for a local, personal and knowledgeable IT service, then look no further than Sapere Software
Karl Pemberton - Active Chartered Financial Planners - Managing Director