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Case Studies

Our solutions solve problems, optimize your workflow and fuel your growth.
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Champions UK plc

Champions UK plc is a dedicated team of improvement specialists committed to helping business leaders unlock their businesses’ true potential. As a passionate, family-led organization, Champions UK collaborates with ambitious business leaders and consistently pushes the boundaries to ensure that their clients have access to the most cutting-edge products and services. Their offerings encompass AI integration, multi-channel sales and marketing solutions, state-of-the-art people development training, and industry-leading investment and deal services.

With a large client base, wide-ranging services, and resources including celebrity speakers, Champions UK plc needed an adaptive CRM to allow their team speedy access to customer data and resource allocation.

Xapsys CRM has a tidy interface and is easy to use. Our unique custom entity feature allowed creation of custom fields to manage resources and clients efficiently and effectively. Its custom opportunity stages allowed Champions to create a workflow to suit their service-based business, and Xapsys CRM’s document management feature allowed contracts to be associated with companies and opportunities for easy access to contracts for talent and customers.

Xapsys CRM’s flexibility and integration with Sage made Xapsys the best CRM for Champions UK plc.

Champions UK plc CRM dashboard showing contacts and pipeline

Raise Healthcare Testimonial

Raise Healthcare is a UK based specialist medical device distributor. We asked Archana Nair for a brief Testimonial on how Xapsys have helped their Sales team.

What problem did Xapsys help to solve?

Sales team is always target driven, so it was important for our sales team to get a live update on the sales number they have achieved at any given time. Our existing method wasn’t very helpful as it was highly dependent on office staff to manually forward the sales order to respective Business Managers. But Xapsys has made our sales team life easier, and they don’t rely on the office staff to send the orders anymore. Like with any software we did have some teething issues but Phil and the whole Xapsys team have been very co-operative and the speed at which they respond is commendable. Business managers can login any time on Xapsys system and get the up-to-date sales.

What exactly did you like most about Xapsys that led you to choose it?

I was looking at 2 more software for our sales team. Most of them had same features as Xapsys and had big names backing them. The reason I chose Xapsys was simple. When I spoke to Phil, I could see the hunger and the dedication both. They are a small company like us, who were happy to put lots efforts to make sure the end user is happy, and I knew they could give us more attention than a big company would. The pricing structure was modified to suite our needs and that was a plus point. The biggest reason was the turn around time promised by Phil to setup the whole system. Xapsys team really worked on a tight deadline to make sure we were ready on time.

What are the most important benefits you’ve experienced because of choosing Xapsys?

Sales update on a live basis (30mins delay) is the most important achievement. We are exploring other areas like sales pipeline as well but frankly speaking haven’t explored the reports section yet which we will in near future.

Any additional comments or feedback?

It has been great working with Phil and his team. We had our challenges and we do have some now as well but the commitment from Xapsys is amazing. They make sure that each point we mention is taken seriously and solution is provided immediately. Some features have been added on our request which was great as not all the companies would do that.

Custom CRM Development For Educational ICT Specialists

This custom requirement came from a business using Sage 50 ERP who had specific requirements for additional features present in their Sage system to be present in Xapsys CRM to enable him to roll it out within his business.

He needed his colleagues to have the following features when raising a free text item quote within CRM to link back and populate data within his Sage 50 system;

Allow users to add Departments to line items.
Allow users to add Global footer details.

At Xapsys we thrive in creating custom CRM software to integrate with ERP, in order to allow our customer’s maximum efficiency and value for money from our products. As a result, we were only too pleased to help and the custom developments were completed within 1 week!

Very Displays

The Challenge

With over 50 years’ experience and knowledge in the portable display industry, Very Displays is a major European advertising player operating exclusively on the B2B market. Customer focused, they were looking for a way to provide their clients with a unique and dedicated platform that would enhance their offering, give them a competitive edge and automate internal tasks.

The Solution

The Xapsys B2B customer portal module was integrated between their Sage 200 ERP system and their WooCommerce website extension. Very Displays can now offer their clients a private and secure area where they can conveniently access all their account details, check their spending history and credit limits, order new products, track their deliveries and browse/download all marketing materials. The sales account managers are now able to follow their client more closely and propose them new porducts and solutions, based on their purchasing history.

Trifibre

The Challenge

A long-established and successful manufacturing business, Trifibre was struggling to make sense of its Sage 200 data and spending considerable time building Excel reports. Its shop floor was running in an old-school fashion: bills of materials, work orders, and stock takes were all on paper, requiring a great deal of manual entry to update Sage 200.

The Solution

In less than an hour, Xapsys Live was connected to Sage 200 to provide “real-time” data visualisation of the businesses’ key performance indicators and consolidate all essential information into one “easy-to-use” platform. In parallel, Xapsys developed a bespoke SFDC (Shop Floor Data Collection) module to optimise production workflow and efficiency. Enabling a complete overview of stock and production, the ERP is now constantly synced with both the shop floor and Xapsys Live.

Real Results from Real Businesses

See how businesses like yours have transformed their operations with Xapsys. From improving efficiency to unlocking real-time insights, our solutions deliver measurable results that drive growth and long-term success.

Case Studies

Champions UK plc

Raise Healthcare Testimonial

What problem did Xapsys help to solve?

What exactly did you like most about Xapsys that led you to choose it?

What are the most important benefits you’ve experienced because of choosing Xapsys?

Any additional comments or feedback?

Custom CRM Development For Educational ICT Specialists

Very Displays

Trifibre

Real Results from Real Businesses

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