Red Sea Aquatics

Client(s): Red Sea Aquatics UK
Key Contact(s): Stephen Halls
“Act is proving invaluable when it comes to recovering overdue payments. Our accounts department can log any conversations or emails they’ve had whilst pursuing payments. So, for instance, if a customer claims not to have received a phone call or email we’re able to provide details of when and to whom we spoke, thus aiding our cash flow.”

The need for remote access and interoperability drives software choice for a reef solutions provider

Stephen Halls is the Sales Director for North America & Europe, based at Red Sea Aquatics in Cheddar, Somerset. He explains why Act is proving an indispensable tool across the entire organisation, not simply in the UK.

Here in Cheddar we run a field sales operation that comprises three sales guys on the road and a sales manager,” Stephen explains. “The main reason we selected Act was to ensure customer records were updated, greater accountability and better reporting. Essentially, we need a system where our sales manager could easily monitor weekly sales activities and assist our sales people in growing the accounts.”

“Primarily what happens is the sales team is responsible for putting the data into Act and making notes following customer visits. Then, at the end of each week, our sales manager runs a report which collates all this information so he can make comments and follow up accordingly.”

Further afield, the Group has been running Act across all its global operations. “Our Head Office, which also houses the Group’s IT resources, is based in Israel,” Stephen explains. “With the help of Xperience they are tasked with setting up Act for our Chinese operation. Our French, Austrian, German, Belgian and Swiss operations are all using Act – and our US-based operation is currently upgrading Act. Now that we’re operating in so many countries, I need to be sure each of the locations is running in the same way. This is why, wherever possible, we’re using Xperience to support our IT. So far this hasn’t been possible in the non-English-speaking countries, but we’re considering bringing in Xperience to assist with our US operation in Houston.”

Act upgrade to keep the business running smoothly

Back in the UK, Stephen explains they haven’t been running the Act for long, it’s still early days. “The upgrade took place in September. Our Xperience project manager spent most of the day with us initially upgrading the server and then dealing individually with each of the remote users. He did a great job and was also able to assist with some features of Act I hadn’t been using properly!

How are we finding the new features and functionality? Well first of all we wanted to be sure that we could do everything we could do with the older version of Act!. The answer is ‘Yes we can – and more’. But, as yet, we haven’t really had time to explore all the new capabilities. But already we’re benefitting from its usability and ease of navigation, which is great given that we are not at all IT-savvy! And anything we don’t understand, we know we can depend on the guys at Xperience to walk us through in detail.

 

Implementing Act group-wide brings productivity gains enhancing global communication

“We also use Act to gather vital market information. At the moment, for example, we are considering adding a new product to our range and want to know what competitor products are already out there. So our guys are currently ticking boxes in Act to highlight which products are being stocked by which stores and within what price ranges. We can then extrapolate this before making an informed decision as to whether or not to go to market.”

“Act is also proving invaluable when it comes to recovering overdue payments. Our accounts department can log any conversations or emails they’ve had whilst pursuing payments. So, for instance, if a customer claims not to have received a phone call or email we’re able to provide details of when and to whom we spoke, thus aiding our cash flow.”

In Xperience we trust

“As a company, we simply couldn’t function as an efficient sales operation without a decent CRM system. Without a doubt Act has added huge value. And with our IT operation based in Israel, it was vital that we located a UK-based IT support partner. Considering we picked Xperience at random, we definitely made the right choice. The level of support has been consistently faultless and professional, and although we are one of their smaller clients, we are always made to feel valued.

More Case Studies

GMI choose Business Central implementation to facilitate gro...

We partnered with GMI Group for their Business Central Implementation Project, achieving greater efficiency and facilitating expansion.

  • Construction
  • Dynamics 365 Business Central
  • ERP

Medical Supermarket selects Microsoft Dynamics 365 Business ...

Medical Supermarket adopts Microsoft Dynamics 365 Business Central for healthcare to enhance accuracy, efficiency, and visibility during their growth.

  • Dynamics 365 Business Central
  • ERP

Strong Energy chooses Xperience to supply and provide Micros...

Strong Energy chose Xperience to implement Microsoft Office 365, boosting remote work, efficiency, collaboration, and supporting rapid growth

  • Cloud and IT Services

Chipping Campden School uses Sicon Fixed Assets Sales to mee...

Chipping Campden School, an outstanding Co-Ed Academy, uses Sicon Fixed Assets with Sage 200 for efficient asset management, benefiting its 1130 students.

  • ERP
  • Sage 200

Xperience helps Gloucestershire’s oldest charity increase pr...

Read more...

  • CRM
  • D365 CRM
  • Not for Profit