SitePad was chosen by Flannery Plant as the CRM of choice to help increase sales to new and existing clients whilst reducing time sending quotations and closing new business.

The Challenge & Objective

Flannery Plant Hire is a company that specialises in providing heavy equipment and machinery for various construction projects in the United Kingdom. The company was founded in 1972 by Patrick Flannery and has since grown to become one of the largest plant hire companies in the UK.

SitePad was chosen as the CRM of choice to replace SalesForce to provide a more plant specific solution for their sales team. Streamlined functionality and an integration with their plant management and rostering system meant a single, in-sync solution to help increase sales and client satisfaction.

The Solution

Flannery required a CRM that was fast, plant specific and easy to use for their sales team when out on the road visiting sites. SitePad enables them to quickly document site visits and business development meetings whilst being aware of competitor sites nearby. SitePad also provides a fast quotation tool completely digitising this process.

  • Digital Quotations
  • Site Visit Reports
  • Site Photographs
  • Interactive Site Map
  • Pipeline Tracking

Advanced Syrinx Integration

Flannery required SitePad to provide a Syrinx integration to sync their Clients, Sites, Machines, Hire Contracts and Operators directly with SitePad to give instant visibility for the sales team.