01332 219027 [email protected]
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Cormac is a prominent civil engineering contractor offering specialised services in Cornwall and beyond. With a focus on community connections and social value, Cormac sets itself apart from other contractors by providing a local perspective and a strong commitment to making a positive impact.

The Challenge

Cormac initially operated without a dedicated CRM system, relying heavily on spreadsheets to manage their data and business processes. This approach was inefficient and increasingly unsustainable as the company grew. The lack of a centralised system meant that data was scattered and difficult to manage, leading to inconsistencies and challenges in generating accurate reports for board meetings. Furthermore, managing lead generation and tracking key accounts became cumbersome, making it challenging to nurture opportunities and forecast sales effectively. Cormac needed a comprehensive solution that could streamline its processes, centralise its data and provide the necessary tools for accurate and insightful reporting.

▹ Inefficient Data Management: Relying on spreadsheets was no longer viable, leading to data inconsistencies and making it difficult for Cormac to scale its operations effectively.

▹ No Centralised System: The absence of a CRM fragmented data across various sources, complicating the management of business processes and decision-making.

▹ Cumbersome Lead Management: Without a proper system, tracking and managing leads was time-consuming and often ineffective, hindering sales efforts.

▹ Inadequate Reporting and Forecasting: The lack of a reliable CRM made it challenging to generate accurate reports for board meetings, limiting the ability to make informed decisions and accurately forecast future business performance.

The Solution

Aspire CRM partnered with Cormac to implement Salesforce as their central CRM solution, transforming how they managed their data and processes. The implementation of Salesforce provided a single source of truth where all related data could be stored. The CRM was tailored to Cormac’s specific needs, ensuring it could handle its expanding operations while simplifying user interaction. The transition from spreadsheets to Salesforce significantly enhanced their operational efficiency and data accuracy.

▹ Salesforce as a Centralised Solution: Implemented Salesforce to replace spreadsheets, centralising all data and processes, which provided a reliable and unified platform for Cormac’s business operations.

▹ Comprehensive Key Account Tracking: Configured Salesforce to monitor and manage key accounts, providing a complete view of customer interactions and relationships.

Executive Dashboards Development: Aspire CRM developed executive dashboards that provided Cormac’s leadership with valuable, data-driven insights, enhancing their ability to make informed business decisions.

The Results

The implementation of Salesforce transformed Cormac’s operations by centralizing their data and streamlining processes. This led to reduced inefficiencies, making data management more accessible and consistent. Workflow processes became more efficient with customized automation, allowing Cormac to focus on their core activities. The ability to track projects and key initiatives was significantly improved, providing better oversight and control. Additionally, the advanced reporting capabilities enabled Cormac to produce accurate and insightful reports, supporting more effective decision-making and strategic planning. This transformation allowed Cormac to operate more efficiently and manage their responsibilities with greater success.

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Increase in Data Management Efficiency

Improvement in Reporting Accuracy

Increase in Key Account Visibility

WHAT our CUSTOMERS ARE SAYING

Customer Testimonials

“Partner was excellent, very thorough and clear throughout the process. Made us feel valued and made every effort to take the time out to explain things to us in a way we understood. Would highly recommend for any work you require to be carried out on Salesforce. We’ve already got them working on more projects for us and are looking forward to working with them into the future.”

“The team had experts in various fields including technical, communication and most importantly sales. This helped structure our Salesforce system to not be too labour intense for the sales team, which will encourage adoption. Aspire had all bases covered meaning that if our team had questions in any area, one of the Aspire team could find the solution and articulate in the correct manner so that it was easily understood.”

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Contact Us

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Phone

01332 219027

Address

Denby Hall Business Park, 3 New Winnings Court, Ormonde Drive, Ripley DE5 8LE

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