Tecna UK selects Workbooks CRM to optimise its lead to cash process
31 January 2017, London, UK: Workbooks announces that Tecna UK Ltd, a leading provider of creative displays, has chosen Workbooks CRM to increase sales productivity and streamline its processes.
Tecna is the creator of T3, the world’s most innovative and versatile modular display systems. Tecna’s skilled team makes sure its clients stand out from their competition. They can transform any idea or design into a presentation-ready CAD visual and a quote within 24 hours.
Over the past seven years, Tecna had developed an integrated Configure-Price-Quote (CPQ) system based on a legacy Act! contact database, a bespoke Microsoft Access database and an on-premise Quickbooks accounting system. “While the current system has served us well, it’s now holding the business back due to poor mobile access for remote sales staff, a lack of integration with marketing tools, reporting that is no longer fit-for-purpose, and an inability to scale with the business,” said Simeon Wicks, Managing Director at Tecna UK. “Providing a quick and accurate turnaround for our customers is our top priority, and we needed a new solution to ensure we could continue to deliver a superior level of service.”
Tecna spent months investigating possible solutions from ERP, CRM and dedicated CPQ vendors, but struggled to find one capable of delivering a suitable product at the right price with a sensible migration path. “The complexity of our current system meant that most of the solutions we reviewed were ‘enterprise level’ - with the associated price tag and an approach that meant a complete replacement rather than a migration,” confirmed Wicks. “Where the resellers representing major vendors such as Salesforce and Microsoft clearly wanted to specify a long-winded project, Workbooks took the time to understand our requirements and our existing system, and propose a cost-effective approach to address our business challenges in priority order.”
Workbooks CRM allows Tecna’s sales team to streamline the entire lead-to-cash process (lead, opportunity, quote, order and invoice). It integrates with MailChimp for lead generation activities, with the website for lead capture, with the bespoke CPQ system for quoting, with Outlook for email tracking and with Quickbooks for accounting purposes. It underpins the entire commercial process.
“The Workbooks solution will bring a significant improvement to our sales productivity.” states Neil Brown, Sales Director. “At the moment, the offline access with our Act! database takes up to 2 hours every evening to sync, which is clearly unacceptable. Workbooks’ reporting functionality will save days every month – time that we currently waste merging and consolidating spreadsheets. Workbooks will help us run the business much more efficiently.”
“We are very proud to be selected by such a dynamic and growing business as Tecna,” said John Cheney, CEO at Workbooks. “We are helping many ambitious, mid-sized businesses with out-of-date customer contact systems, to migrate to a cost-effective and features-rich cloud-based CRM solution. And there is an increasing recognition in the market that dealing directly with the vendor is far more reassuring and effective than dealing with a reseller or implementation partner.”
About Tecna UK Limited
Tecna UK offers a wide range of services to support you including 24 hour 3D CAD visuals and quotations, rendered visuals, pre-build service, UK and Global installation support, marketing support and assets available, full turnkey solution. T3 modular display system from Tecna UK is versatile, compact and easy to assemble display systems. It is designed to build quick seamless graphic displays such as exhibition stands, retail display, point of sale, conference sets, mobile bars, road shows etc. If you are an exhibition contractor, large format printer or display specialist, you can save time and money by switching to T3 modular display system from Tecna UK.