Sage 200 & Sage CRM Delivered On Time at Walkers Transport!
Established in 1979, Walkers Transport has evolved to become a leading UK transport and 3PL specialist providing essential logistics, stock management, pick, pack, collect and pallet delivery services for hundreds of fast-moving clients. And from their Leeds HQ, Walkers also operates the UK’s Northern Hub Palletways providing an express gateway in to and out of the north of England for ambient, non-hazardous pallet distribution.
Having already successfully implemented Sage 200 Financials, Matthew Kilner (Management Accountant) and the Walkers Transport finance team started to consider how best to use IT and in particular Sage CRM to help streamline and automate other areas of their business to deliver business growth and outstanding customer services.
“We had previously looked at various Sage CRM systems but Wharncliffe advised that we should look to take advantage of the initial FOC Sage CRM licence that’s supplied with Sage 200c.”
Matthew explains. “We had previously looked at various Sage CRM systems but Wharncliffe advised that we should look to take advantage of the initial FOC Sage CRM licence that’s supplied with Sage 200c.”
In the haulage industry, ‘Goods in Transit Insurance’ is a pre-requisite so, for the few claims for lost, stolen or damaged items, Walkers Transport set about working with Wharncliffe to develop a suitable workflow so that all communications at all stages of a claim are recorded.
Matthew explains. ‘The immediate success of this initial Sage 200 and Sage CRM project convinced me and my colleagues that we should extend Sage 200 and Sage CRM, so Credit Control was the next logical step. With hundreds of customers and thousands of deliveries and invoices every month, we realised that we needed to automate our processing so that we could use Sage CRM to chase payments and record communications in a timely and orderly manner.’
“Daniel certainly knows his stuff when it comes to Sage 200 and Sage CRM and how it can be maximised to help most business processes. It’s been a great success here at Walkers Transport so I wouldn’t hesitate in recommending the Wharncliffe team.”
At Walkers Transport, Sage 200 and Sage CRM is now also used by the sales, marketing and account management teams to help successfully drive business expansion by recording opportunities and related communications including visits, emails and quotations at existing and prospective clients.
Daniel Laws, Sage 200 and Sage CRM consultant at Wharncliffe worked with Matthew on setting up Walkers Transport workflows on all three Sage 200 and Sage CRM phases and rolling out additional user licences as required.
Matthew concludes. “Daniel certainly knows his stuff when it comes to Sage 200 and Sage CRMand how it can be maximised to help most business processes. It’s been a great success here at Walkers Transport so I wouldn’t hesitate in recommending the Wharncliffe team.”
Sage 200 News
Changes to VAT reporting will come into effect from April 2019. From that date, businesses above the VAT threshold will have to: keep their records digitally (for VAT purposes only) and provide their VAT return information to HM Revenue and Customs (HMRC) through...read more
With an impressive 33% year on year growth rate, it’s clear that 4net Technologies is doing most things right but Vanessa Worsley, Head of Finance at 4net Technologies realised that the company’s accounting function still needed to be overhauled to help provide a more...read more
Sage CRM News
What’s new? Full details of the fixes and enhancements can be found in the release notes available from the Help Centre, they include:Calendar – create quick appointments for other users, view calendar items as a list. Quickfind – search by postal address, email...read more
Update: The GDPR Deadline has now passed Have your outstanding GDPR questions answered on the Aptible forumQuestions regarding your Sage software compliance, call 01226 361100 The General Data Protection Regulation (GDPR) is the new legal framework which will come...read more