Hamworthy Heating – Sage Line 500 case study

CPiO worked closely with Hamworthy as it undertook a business process review.

CPiO worked closely with Hamworthy as it undertook a business process review.

Hamworthy decided to address both business processes and IT solutions after becoming a private company in 2001. It had an opportunity to implement more efficient, effective processes following its departure from parent company Powell Duffryn Limited. Hamworthy decided to implement a fully functional ERP solution that integrated with Customer Relationship Management (CRM) to link all aspects of the business such as sales, customer service, engineering and production. A key element was the transformation of the sales process, from presales to post sales, by providing all customer facing staff with access to the same consistent, detailed customer information.

The integrated Sage Line 500 and SalesLogix solution was implemented by CPiO, replacing the company’s existing 20 year-old solution. A key element of the new solution is Sage’s Configurator software, which has transformed the complex process of creating unique quotes for potential customers. This had traditionally been both time consuming and dependent on a high degree of employee skill. CPiO worked closely with Hamworthy as it undertook a business process review, to ensure the most efficient implementation of the Sage Line 500 and SalesLogix software. The modular solution is fully integrated, with customisable user screens enabling the company to tailor information views to meet the needs of specific job functions. The information within Configurator is held in SalesLogix for access by sales and pre-sales staff and when an order is received, automatically creates orders in Sage. All quotes are stored in SalesLogix to provide the company with information to identify trends and drive future business plans.

Hamworthy Heating now has all the customer data in one place and by integrating CRM with a back-office solution that can handle the configuration, quotation and sales order processes, Hamworthy can improve efficiency and ensure quality of service to customers. SalesLogix has been rolled out to technical and service staff. The system has improved the scheduling and management of engineers who are now able to view customer history, product and parts information required for each job. The sales staff also have up to date information on customer history and the status of pending quotes or jobs.

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