A CRM that knows what happened after the sale as well as before it.
Early accessCRM Software in Bicester
Need CRM in Bicester? CubeERP implements and supports CRM software across Bicester, Oxford, Banbury and Witney and the wider Oxfordshire area.
- Part of CubeERP
- Bicester, Oxfordshire
- 01234 672 617
Being well within our regular travel radius from Olney, Bicester is somewhere we get to regularly.
Discovery, training and go-live are all better done in the room, and at 26 miles that is entirely practical.
The problem with a standalone CRM is that it stops at the order. It can tell you what somebody was promised and nothing about whether it was delivered, what it cost, or whether the account is actually worth having. CubeERP’s CRM shares a record with the rest of the platform, so an opportunity carries through to a quote, an order, a job and an invoice without leaving the system. The salesperson can see the customer’s open orders, delivery performance, credit position and true margin on the same screen as the next call - which changes the conversation considerably.
- One
Customer record, sales to invoice
- Live
Prices and stock inside the quote
- True
Margin per account, after everything
What it does
Inside CRM software
The parts of CubeERP that make up CRM. Everything here shares one database, so nothing needs re-keying between them.
Accounts and contacts
Companies, sites, contacts and roles held properly, with delivery addresses, agreed pricing, credit position and open orders on the same record as the relationship history.
Pipeline that ties to reality
Opportunities with stages, values, probabilities and expected close dates - reported against what actually converted, so the forecast is calibrated rather than optimistic.
Activity in one thread
Calls, emails, meetings, site visits and quotes recorded against the account. When somebody leaves, the account history stays.
Quote from live data
Build a quote from current prices and real availability, track versions, chase it automatically before it expires, and convert it to an order in one action.
Margin per customer
What each account is actually worth after delivery costs, returns, credit notes and the time spent servicing it, rather than revenue alone.
Follow-ups that raise themselves
Quote expiry, reorder cycles, contract renewals and lapsed accounts prompt the owner rather than relying on somebody keeping a personal list.
In practice
Problems this actually solves
Anonymised, but not invented. These are the situations businesses describe to us before they change anything.
A CRM nobody updated
The situation
A sales team had a well-known CRM that duplicated the customer list from the accounts package. Because updating it was extra work with no benefit to the person doing it, the data was six months stale within a year.
What changed
The CRM is now the same record as the order system, so it is updated by the act of doing the job. Pipeline data is current because nobody has to maintain it separately.
Quotes into a void
The situation
A fabricator issued around 200 quotes a month from a spreadsheet template. Nobody knew the conversion rate, which estimator won most work, or how many quotes expired without a follow-up call.
What changed
Conversion is measured by customer, estimator and product group. Automatic chasing before expiry recovered a measurable share of quotes that previously lapsed in silence.
The best customer that was not
The situation
The largest account by revenue was assumed to be the most valuable. It also generated the most returns, the most emergency deliveries and the longest payment delays - none of which appeared on the sales report.
What changed
True account profitability now includes delivery cost, returns and credit. The commercial conversation with that customer happened with numbers rather than a feeling.
Local coverage
CRM across Oxfordshire
We cover Bicester and the surrounding area, including Town Centre, Bicester Village, Launton Road, Bure Park and King's End, across the OX25, OX26 and OX27 postcode districts. We also work with businesses in Oxford, Banbury, Witney and Abingdon and elsewhere in Oxfordshire.
Postcode districts
- OX25
- OX26
- OX27
Areas we cover
Town Centre, Bicester Village, Launton Road, Bure Park, King's End, Bicester Business Park, Graven Hill and Elmsbrook.
Getting to you
Roughly26miles from our Olney office
Discovery, training and go-live are done on site as standard - not because it looks good on a proposal, but because most of what a system needs to know is learned in the building.
CRM elsewhere in Oxfordshire
All of OxfordshireHow it happens
What implementation actually involves
The same process wherever you are, and for Bicester it is done in person.
- 1
Discovery
A structured session mapping how you work now - the systems, the spreadsheets and the bits held together by one person’s memory. We come back with what the platform covers as standard, what needs configuration, and what needs building.
- 2
Configuration
Your sites, warehouses, price lists, approval limits, document templates, workflows and permissions set up to match the business - not a demo tenant with your logo dropped on it.
- 3
Data migration
Customers, suppliers, parts, bills of materials, price lists, open orders and stock balances brought across and reconciled. We migrate, you check the numbers against the old system, and only then do we cut over.
- 4
Training & rollout
Role-based training so the order desk learns the order desk and the warehouse learns the warehouse, with a pilot group first where it makes sense. Documentation and short screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
You might call it something else
CRM goes by a lot of names - if you are searching for any of these, this is the page you wanted.
Questions
The things people ask first
You can - the API will sync accounts and opportunities both ways. But the reason most people move is that two customer lists always diverge eventually, and the one people trust is whichever one raises the invoices.
Yes. Emails can be filed against the account and contact, and calendar activity syncs, so a site visit logged in Outlook appears on the account history without anybody copying it across.
That is the case it was built for. Multi-stage opportunities, quote revisions, sample and trial tracking, specification documents and multiple decision-makers per account are all first-class rather than bolted on.
Yes - account history, stock availability, pricing and quoting all work from a phone or tablet, including creating a quote at the customer’s premises and emailing it before leaving.
Segmentation, list building and campaign tracking are included; bulk email sending is normally done through your existing platform via the API, because a mail platform is a specialist job and we would rather integrate than pretend otherwise.
Related
Other things we can put right
Also available in Bicester.
Quoting & Estimating Software
Build quotes from live material costs, labour rates and real availability - then convert the winners to orders without retyping them.
Read moreOrder Management Software
Take, allocate, fulfil and invoice orders from one screen - with live stock, part-shipments, back orders and contract pricing handled automatically.
Read moreERP Software
One system for quotes, orders, stock, production, purchasing and invoicing - built in the UK for growing businesses.
Read moreField Service Software
Schedule engineers, dispatch jobs to a phone, capture time, parts and sign-off on site, and invoice from the same record.
Read more
Part of a bigger system
CRM is one part of CubeERP. You can start here and switch the rest on later - it is the same system, not a separate purchase bolted on.
Working in Bicester?
CRM for your Bicester business
Tell us what your current system does badly. We will tell you whether CubeERP fixes it, and what it would take.