Success Story: UPVC Renovations

About the Company:

UPVC Renovations is a UK based Facilities Management and Real Estate’ start-up specialising in PVC window and door recoating and kitchen unit renovations.

The Challenge:

  • Reporting on sales performance in-line with business targets
  • Lead distribution and effective qualification
  • Tracking sales commissions with a complex commission structure
  • Disconnect between sales and customer support

The Solution:

  • Implemented custom dashboards for 10 agents to track monthly sales against targets
  • Complex Lead assignment setup (Round Robin) for new Leads
  • Setup Products, Pricebooks and Quotes to manage customer discounting

The Results:

  • Clear distinction in tasks for sales and support
  • Automated Lead scoring and distribution
  • Rapid quote generation
  • Ability to apply referrals and discounts to customers
  • Real-time sales commission view for sales reps
  • Marketing integration with social channels
Call us on+44 (0) 208 144 0354
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