Case Study: Michael Williams Engineering Ltd achieves streamlined sales and faster, more accurate quoting with Act!

Engineering firm cleans up using Act!

Michael Williams Engineering Ltd, maker of Big Brute industrial vacuum cleaners, was hampered by paper-based sales processes—handwritten notes, missed call-backs and inconsistent Word-based quotes—which limited visibility into leads and production scheduling as the business grew internationally. Although they had Act! CRM, the team wasn’t using its full potential and needed help to scale their sales and quoting workflows.

After bringing in an Act! Certified Consultant to reconfigure the system, add Seamless Opportunities and enable web access for field staff, the company automated quoting, improved data sharing and began using Act! emarketing. The changes delivered faster, more accurate quotes (thousands produced), better customer service, improved production scheduling and helped drive adoption by overseas distributors as the business expanded.

Michael Williams Engineering Ltd

James Williams

Director