Due to incredible fast-paced growth, RS Hydro decided it was time to retire their standalone CRM system after 15 years of use.
They decided to move to Sage CRM due to the seamless integration with Sage 200 and their other internal workflows, which offered opportunities to simplify various processes.
RS Hydro is a multi-disciplined instrumentation company working within the water, environmental and industrial sectors. Since its founding in 1997, the company grew steadily for 20 years. But more recently, they have seen significant growth, which has created the need for a CRM system that can support their shifting demands.
Sales Director, Michael Oswell, was clear on what they needed, explaining that their old system “had been in place for 15 years, with many working practices built around it.” Michael added “our data had crept apart over many years and to realign was a known challenge when we entered the project, but easier to overcome with PKF [SCS’s] support and understanding.”
The move to Sage CRM aimed to provide API integration with Sage 200 and their internal workflow system, to simplify order raising, and reduce the number of pricing and product databases. Michael emphasised that “it was essential for the new system to mimic some of their old processes but tied in with our business objectives which were to simplify the enquiry to order process and provide a scalable platform.”
Taking into consideration their requirements, it was decided that Sage CRM would be the best solution for RS Hydro. Two of our Sage CRM specialists, Peter Clark and Sufyan Iqbal, worked with the client to ensure all their needs were met.
Peter, CRM Team Leader, said “Due to the amount of bespoke work that our team was doing, it was important to give the RS Hydro project team early sight of the work that was being carried out. Due to the significant resource that RS Hydro were allocating to User Acceptance Testing (UAT), we were able to quickly validate our approach and identify usability issues, or misunderstandings about requirements early in the development process.”
Peter and Sufyan used a variety of different communication channels throughout the implementation, which remained throughout UAT and the early stages of the system going live. Peter added that “this collaboration was a critical factor in the success of the project.”
All of RS Hydro’s business needs were met with the successful move to Sage CRM and the help from our dedicated CRM Support Team.
Highly Recommend. Sufyan and Pete have been fantastic to work with – responsive and technically excellent, small issues and tweaks dealt with instantly, bigger improvements and enhancements understood and executed in good time, I have full confidence in them, PKF [SCS] and future enhancements as our business continues to grow.
Michael Oswell
Sales Director at RS Hydro
