Background
Known for its extensive fleet and commitment to service excellence, Hubbway has successfully supported numerous construction and infrastructure projects across the region. With a reputation built on reliability and innovation, Hubbway sought a comprehensive solution to streamline their sales, customer management, and equipment hire processes.
The Challenge & Objective
- Enhancing the diary and calendar functionality for sales representatives to plan and track weekly site visits.
- Integrating key customer financial details, including account balance, credit limits, and payment terms, from the Syrinx system.
- Customising sales pipeline stages to better reflect Hubbway's lead management approach.
- Replacing manual call sheets with a digital notes system integrated into the CRM.
- Automating the creation of unconfirmed contracts and advice notes in Syrinx upon quotation confirmation.
- Enhancing reporting and visibility of hire contracts, site visits, and pending off-hires.
- Improving route mapping and mileage tracking for sales visits.
- Integrating telemarketing tools and Outlook for enhanced communication.
The Solution
SitePad worked closely with Hubbway to implement a tailored CRM and hire management system addressing their key requirements:
- Enhanced Diary and Calendar Features:
- A diary section enabling sales reps to plan their weekly visits.
- Calendar views reflecting scheduled and completed visits, with full visit notes available upon drilling down.
- Map views displaying planned visits in different colours.
- Syrinx Data Integration:
- Real-time synchronisation with Syrinx for essential customer financial data, including account balance, credit limits, payment terms, and insurance information.
- Sales Pipeline Customisation:
- Custom sales pipeline stages configured for Hubbway's specific needs, including new, open contact, requoted, lost categories, and won deals.
- Digital Note Management:
- Paper call sheets replaced with a digital notes system.
- Notes categorised under contact types such as head office visit, site visit, and telephone call.
- Quotation and Contract Automation:
- Confirmed quotations automatically raising unconfirmed contracts in Syrinx for self-drive hires.
- Streamlined order placement without the need for a prior quotation.
- Advanced Reporting and Visibility:
- Improved visibility of hire contracts on site views with detailed contract information available on hover.
- Full history of advice notes and breakdowns pinned to customer and site records.
- Dashboard enhancements including pending off-hires with drill-down capabilities.
- Route Planning and Mileage Tracking:
- Google Maps integration for route mapping based on postcodes.
- Mileage tracking for reconciliation with weekly car check sheets.
- Communication Tools Integration:
- Telemarketing tool integration (Teams and WhatsApp).
- Outlook integration for streamlined email communication.
The Results
The collaboration between SitePad and Hubbway Plant Hire delivered significant improvements:
- Operational Efficiency: Automated workflows reduced manual data entry and paperwork.
- Enhanced Visibility: Real-time contract and site visibility improved decision-making.
- Better Sales Management: Customised sales pipelines and digital notes enhanced lead tracking and conversion rates.
- Improved Customer Experience: Faster access to financial data and contract information enhanced customer service.
- Streamlined Communication: Integrated telemarketing and email tools improved team collaboration.
