KDM Hire, a prominent equipment hire company, faced challenges typical in the construction hire sector. Managing a large volume of hire equipment and monitoring active contracts across numerous construction sites presented difficulties in maintaining real-time insights and responsive customer service. The need for a purpose-built hire CRM solution became evident: they required efficient tracking of machinery, operators, contracts, and client sites, along with a unified view of key financial data.
Their objective was to simplify customer relationship management, improve oversight of hired equipment, and increase cross-selling opportunities. This necessitated a solution that could integrate seamlessly with their existing systems, specifically Syrinx, a widely adopted software within the equipment hire industry.
To achieve these objectives, KDM Hire implemented SitePad’s advanced hire CRM solution, fully integrated with Syrinx. This integration provided a unified, accessible platform for managing client and equipment data. By consolidating essential data streams from Syrinx into SitePad, KDM Hire gained a centralised CRM, enhancing visibility into contracts, asset usage, and financial information, enabling more effective management and strategic planning.
SitePad’s CRM, with Syrinx integration, enabled KDM Hire to draw critical data insights across various facets of their operations:
Hire Contracts: With SitePad, KDM Hire’s sales and operations teams could instantly view the status of active hire contracts on construction sites. This real-time visibility allowed them to gauge the volume and duration of business at each location, facilitating contract renewals, extensions, and timely client follow-ups.
Machine Assets: The integration provided KDM Hire with an overview of all plant equipment assigned to each site, including hire contracts and assigned operators. This capability was invaluable, as it enabled the sales teams to identify opportunities to upsell additional machines based on the current asset mix at any location, thus maximising equipment utilisation.
Machine Operators: SitePad allowed KDM Hire to manage operator assignments more effectively by tracking which operators were on site and the machines they were using. This insight ensured that experienced operators were deployed to high-value client sites, boosting client satisfaction and operational efficiency.
Clients & Sites Synchronisation: By seamlessly syncing client and site data to and from Syrinx, SitePad streamlined KDM Hire’s client onboarding process and allowed the team to maintain up-to-date information on all active and potential sites. This synchronisation enhanced the client experience by minimising administrative delays and ensuring accurate data was always available.
Credit Balance & Spend: Sales teams benefited from visibility into each client’s credit balance and total spend, as SitePad displayed real-time credit status from Syrinx. This information supported sales staff in targeting clients with high spending potential, enabling more proactive credit management.
Quotations and Unconfirmed Contracts: SitePad’s digital quotation feature allowed KDM Hire to raise unconfirmed hire contracts directly in Syrinx, streamlining the sales process by enabling quotations to be rapidly converted into contracts, reducing turnaround time and improving deal closure rates.
Invoices and Spend Tracking: SitePad CRM displayed detailed invoices, total client spend, and line-item details, empowering the sales team to make well-informed decisions and identify upselling opportunities based on client purchasing patterns.
Contacts and Correspondence Management: By syncing contacts and correspondence records with Syrinx, SitePad provided KDM Hire’s sales and service teams with a complete view of all client interactions. This transparency enhanced communication, ensuring a consistent experience for clients across all touchpoints.
Breakdowns and Issue Tracking: SitePad displayed any breakdowns reported via Syrinx, allowing the sales team to proactively address equipment issues on-site. This visibility helped KDM Hire maintain a high level of service reliability, a crucial factor in retaining and expanding their client base.
Asset Categories for Quoting: SitePad enabled KDM Hire to synchronise asset categories with Syrinx, making it easy to apply the correct asset types to quotes. This streamlined quoting process reduced errors and enhanced quotation accuracy for clients.
The SitePad and Syrinx integration transformed KDM Hire’s approach to managing hire equipment, clients, and operational data:
Increased Sales Efficiency: With real-time visibility into contracts, assets, and financials, the sales team could make proactive decisions, resulting in higher cross-selling and upselling opportunities.
Improved Client Satisfaction: Streamlined contract management and rapid issue resolution improved the client experience, helping KDM Hire to build stronger, long-lasting client relationships.
Enhanced Asset Utilisation: By tracking machine usage and operator assignments, KDM Hire optimised equipment allocation across sites, ensuring high utilisation rates and reduced idle time.
Data-Driven Decision Making: Comprehensive financial and operational data in one platform allowed KDM Hire to make informed, data-driven decisions, enhancing efficiency and profitability.
KDM Hire’s integration of SitePad with Syrinx has redefined their approach to customer relationship management, providing their team with a sophisticated equipment hire CRM. With this solution, KDM Hire has not only improved internal efficiencies but also positioned themselves for growth by delivering better service, building stronger client relationships, and enhancing their ability to seize sales opportunities. This successful integration demonstrates how SitePad’s CRM solutions, paired with robust software like Syrinx, can meet the unique challenges of the equipment hire industry.