Leading Power Tool ManufacturerAs a top US toolmaker, the client markets hand tools, mechanics' tools, power tools, pneumatic tools, and hydraulic tools. Recently merged with another power tool provider, the company's tool shed is bulging with additional items, such as garden tools, plumbing products, and cleaning items, as well as security hardware and door products. The firm sells its products through home centers and builder’s merchants, as well as through industrial distributors. Acumen Solutions client initially was the Consumer Do-It-Yourself (DIY) division who sells hand tools and fastening products to distribution channels and industrial end customers. Acumen Solutions won the project in a formal RFP process. In order to clarify goals and focus of the project, Acumen Solutions recommended that they begin with business strategy first in order to allocate their investment into the areas with the most impact on their CRM program goals. Operationally the Client was concerned about sales people not spending enough time in front of the customer, especially their highest spending customers. Their corporate goals were to: • increase amount of sales visits per sales rep; • increase the amount of revenue per sales visit; • improve the promotion uptake through customer segmentation and, field sales that would enable marketing to better target their promotions in the future. As a result of the merger, the project was extended to the newly merged firm’s departments as well. With re-aligned objectives and scope these projects will eventually impact 600 sales representatives and users across Belgium, Eastern Europe, France, Germany, Italy, the Middle East, the Netherlands, the Nordic region, Spain and the UK. SolutionAcumen Solutions, while hired to deliver a CRM implementation, recommended that the client begin with creating a clear strategy and goals for success. As a result, we created a CRM Blueprint project to identify processes that will drive sales force effectiveness and can be automated. Acumen Solutions facilitated workshops with end users and managers in 7 European markets. We compared sales, marketing and customer service processes and documented sources of information used by each team. Based upon a detailed analysis of process challenges we uncovered key operational processes to automate that would drive the client’s business objectives. Deliverables include:
FindingsAcumen Solutions identified the internal flow of customer information to the sales reps as a key factor for salesforce effectiveness, customer service performance and marketing ROI. Salesforce effectiveness was negatively impacted • by the need to filter lists of information and correlate it to customer needs • by the availability of Customer Service to answer ad-hoc enquiries from the sales team • by the availability of resources for report creation As a result, territory changes were causing a major drop in salesforce effectiveness because visit history was not easily available to new sales reps or managers. Return on InvestmentAcumen Solutions helped the client build an internal business case for the CRM program by prioritising functionality and data integration requirements in relation to their corporate objectives. As a result, the client has a quantified basis for planning their CRM investment over the coming 3 years. Taking into account the organisational and technical complexities created by the merger, the client also now has a concrete plan to achieve their goals step by step. The sponsors can use the roadmap for internal stakeholder management and communications with the regions and corporate management. As a result, the IT group can be involved from the start, advising upon interdependencies with other IT initiatives throughout the project. The roll-out of the solution has been timed to support the launch of the newly merged sales teams. An improved system will ensure that new sales teams in their new account territory with a combined product portfolio will have the best possible information on their accounts. |