Industries

Flexi-Hex

Summary

Since their transition to the cloud, Flexi-Hex have completely rebuilt their data management process to save valuable time and focus on driving revenue. They now have clear visibility over global operations and can predict the future of their business using accurate reports. With a system that speaks to inventory and order fulfilment software, Flexi-Hex have been able to successfully accelerate growth while preventing overspend.

With Prospect CRM, we can really understand our customers and the pipeline in more detail, which gives us a lot more comfort as a business. Now that we understand the value of potential customers, we can be more efficient in where to target our efforts.

Will Boex, Co-Founder & Managing Director

Key Benefits

Integration with Unleashed & Mintsoft

Integration across a range of software allows for fast and streamlined operations throughout the entire business.

Sales Pipeline Visibility

End-to-end activity and order tracking provides complete visibility from new leads to aftersales.

Process Automation

Focus more on customers without wasting time on lengthy, manual processes.

Pre-Prospect Problems

Bella Collins, Brand & Strategy Director

"Before using Prospect CRM, our systems were disjointed and didn’t integrate with our inventory system, Unleashed. Our manual processes couldn’t keep pace with the multiple projects we had active at once and our incoherent tech stack obscured the view of vital customer and product data, making us miss out on sales. Prospect CRM’s integration with Unleashed has given us visibility of every contact under an organisation’s structure, helping us map out our customer data efficiently."

Kieran Kite, Account Manager

"We were previously relying on locally-stored spreadsheets and were forced to conduct frequent manual stock counts which were time-consuming and prone to human error. This posed an obstruction in the communication between teams, producing discrepancies in our sales pipeline and inventory data. The transition to a cloud-based software like Prospect CRM means I can share the notes I make against contact records with colleagues to optimise our internal communications as well as the customer journey."

Will Boex, Co-Founder & Managing Director

"Before implementing Prospect CRM, we had no way of understanding our customer needs and were often sitting on a surplus of stock due to the disconnect with our customer base. Ultimately, we needed a system that had predictive qualities that allowed us to assess current patterns, as well as anticipate demand and interest to prevent overstocking. Prospect CRM has allowed us to forecast our pipeline by uniting customer information with product data, so we always know how much stock to hold on to."

The Solution

Bella Collins, Brand & Strategy Director

"As the recommended CRM for Unleashed we opted for Prospect CRM due to its integrative features. Since connecting the two systems, we have full transparency of our pipelines from the initial enquiry to our after-sales process, thanks to the configurations that support the system’s ability to adapt with our operations. We can now dedicate more time to customer-facing tasks that drive sales rather than focusing on administrative work that hinders the efficiency of our Sales team."

Kieran Kite, Account Manager

"Prospect CRM has transformed our fragmentary data into comprehensive reports that can identify missed orders and track customer spend patterns. These insights helped us to build various pipelines that work for our sales process and the system has given us immediate access to vital order information. Using the functional dashboards that employ a value-based segmentation strategy, we can contact customers before they’re lost and handle new leads quickly to shorten our sales cycle."

Will Boex, Co-Founder & Managing Director

"Integrating Prospect CRM with Unleashed allowed us to automate the tracking of our stock, ensuring that these levels are proportional to the interest shown in our CRM pipelines. Our stock visibility was further improved when we introduced Mintsoft to our tech stack. The three systems work in unison to amplify our understanding of product demand, distribution status, as well as where our sales efforts are best spent."

An integrated trifecta of smart business solutions

As well as using Prospect CRM, Flexi-Hex have integrated their software with Unleashed and Mintsoft to assemble an unrivalled app ecosystem. When connected, this tech stack helps B2B organisations:

  • Accurately forecast stock requirements and see cash flow insights
  • Maintain stock levels and adopt LIFO picking methods in their 3PL warehouse
  • Set custom price breaks for large orders

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