Fleet management provider Translinc improves sales opportunities

TransLinc, an established provider of specialist fleet management and passenger services to local authorities, schools, health authorities and public sector clients, has installed a Customer Relationship Management System from Sage Strategic Partner, CPiO.

TransLinc provides 45 high-profile customers with over 3000 vehicles from small vans and specialist HGVs to refuse collection vehicles and buses. As such, a comprehensive internal system was required in order to ensure the continuation of good customer service. Lee Coulson, Marketing Manager, TransLinc, explains, Prior to selecting the new Sage CRM system, client information was collated on separate spreadsheets and handwritten documents. It was not even vaguely cohesive. As we already have the Sage Line 500 system supplied by CPiO, we decided to choose a Sage CRM solution, also from CPiO, which would integrate well with our existing system.

Initially the 20,000 Sage CRM solution was for 15 users, in the fleet sales division and passenger services division both based in Lincoln, but further licences have since been purchased. Coulson comments, Additional departments, such as the maintenance division, can add extra information into the system to be stored against customer references. With remote access to the CRM solution, our sales teams are able to access the system to check the current status of an account as and when necessary.

CPiO has worked together with TransLinc to tailor the Sage system to suit their needs including an essential function to keep track of upcoming contracts for tender. Coulson explains, Many of our prospects only renew their contracts every 10 years so it is important that we are able to log on to an internal report and generate information on prospective clients quickly. CPiO is able to tailor elements of the Sage system so that nothing drops off the radar meaning our sales pipeline is now tracked through real-time reporting.

West-Midlands based ERP and CRM specialists, CPiO, provided TransLinc with training for the new CRM system. However, as Coulson confirms, it is simple and easy to use, It has been very simple for us to tweak the system to fit our needs and we have achieved what we intended with the installation. All our customer data is in one place, which has made sending correspondence far easier as customer contact details used to be stored over eight separate documents. The paper trail for all our clients can now be tracked through the Sage system and organisation has certainly improved, ensuring better customer service.


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