Since its inception in 1991, KMS realised that CRM is not just about supplying the right software. It is also about setting systems up in the right way. KMS is able to draw on its technical resources to supply not just software, but the services to go with it.

Sample Projects

  • Discount system using Net Value function. (Ambi Rad)
  • Integration of CRM software with leading Estimating system supplier (Causeway)
  • Implemented quotation system where alternative options are presented in the quotation, and totalling only the selected options (Geofabrics)
  • Supplied a suite of reports that profiled the risks and balance of projects under construction and future projects in the pipeline. Riskfactors such as PFI-Non PFI, Design & Build vs. Build, Market Sectors, Key Customers were all weighted to produce a balancedpicture on the company direction (Balfour Beatty)
  • A whole load of reports including: tender, pipeline, forecast, estimating success, and performance reports.(Beard)
  • Discount system based on desired minimum net margin (Halfen)
  • Discount system based on Price difference
  • Project key dates and stages progress work flow. Projects are progressed from a lead to completion. (Overbury)
  • Subcontractor rating system. (Morgan Lovell)
  • Integration with leading postcode validation software for quick data entry (QAS)
  • Alternative Project numbering system (Diamond Build)
  • Implementation of “Load Days” into quotation system to help with factory production planning (Eleco)
  • Implementation of speedy fax quote system using OLE and Word (Ridgeway)
  • Project forecasting system (Whitecroft)
  • Implementation of Forecasting suite of reports including: Project Forecast; ‘Three Month Forecast; Experience Report; CompanyY2K Status;Y2K Projects Action Plan (Birse)
  • Implementation of sub-contractor management system. Subcontractors were rated and targeted based on performance, trade and location (Borras Construction)
  • Automated logging of key Project events (Cleveland Bridge)
  • Suite of Project Activity Reports (Conren)
  • Events and hospitality management system. Invites and attendees tracked on customer entertainment days (Corus)
  • System for managing claims and customer satisfaction levels. Based on KMS helpdesk system. (Kalzip)
  • System for alerting BDM’s to product deliveries. (Cryoservice)
  • BDM and management targets and monitoring system (Eternit)
  • Link to Project Accounting system “Mentor”. (Euroclad)
  • Implementation of customised Helpdesk system to manage Concrete setting problems (Flowcrete)
  • Implementation of quotation system with special price factoring for coated and non-coated products (Guttercrest)
  • Alternative quotation numbering system based on business divisions (GTRM)
  • Implementation of rebate system for installers (Hattersley)
  • Special project searching based on product colours and options (Hunter Douglas)
  • Integration with external quotation system “QuoteWerks” (ISS)
  • Special Pre-Tender and tendering monitoring system (Jackson Civils)
  • Monitoring and managing multiple quotations to similar contractors on a project. Quotations supplied to contractors via ZetaFaxsystem (Kingspan)
  • Discounting and margin calculations. (Concord:Marlin)
  • Special Project numbering system (McClaren)
  • Alternative quotation numbering system (MK Doors)
  • Report suite to monitor BDM activity Project Report By Salesperson’; ‘Project-Contact Report By Salesperson’; ‘Actions For
  • Salesperson Report’; ‘Project Report By Region’; ‘Company Activity Report’; ‘Company Report’; ‘Contact Report (Vinci)
  • Discounting structure based on customer pricelists and loyalty discounts (Polypipe)
  • Created link to Accounts system (Ramesys AEC)
  • Job numbering system linked to accounts system Need more info on this. (Robore)
  • Discounting featuring “What if” scenarios (ROM)
  • Discounting system (Erwin Sick)
  • Project Pipeline Report suite for Company Board and Directors (John Sisk)
  • Consultancy to help merge multiple business’s and reporting. (Vinci)
  • Product options managed via MS-CRM subjects hierarchy (Applied Photophysics)
  • Pricebook calculations with complex volume discounting and terms and conditions. This work involved extending the standard Microsoft Volume discounting structures to include products purchased not only now, but in the past. (Causeway)
  • Dynamics CRM reporting (Bowmer & Kirkland)
  • Microsoft Dynamics CRM Integration with Microsoft Navision (Kalzip)
  • Copy quote with clever discounting options (Hydrotec)
  • Opportunity and Project templating system (Keller)
  • Project allocation based on regional mapping. (High Industries, USA)
  • Implemented small online system for local contractor (Clegg)
  • Consolidated 4 organisations into one for large international contractor (Bouygues)
  • Project integration with Google maps (Ecovision)
  • Opportunity bids and features (Canadian Joist, Canada)
  • Created simple warehouse stock monitoring system using CRM 2011 (Whiting Chemicals)