Case Study: Under Control Instruments streamlines quoting and inventory visibility with ProspectSoft CRM

Under Control Instruments processes orders within the day with ProspectSoft

Under Control Instruments, a supplier of industrial heating and control solutions, faced challenges with manually creating and tracking customer quotations, which led to disorganization and a high risk of duplication. Without a formal process for managing customer relationships, the business struggled to keep track of team interactions and quotations. They turned to ProspectSoft and implemented its Prospect CRM to address these inefficiencies.

The solution from ProspectSoft integrated seamlessly with the company's DEAR Inventory system, providing real-time data on product profitability and stock levels. This centralized all quotes and customer information, enabling the team to track orders effectively and upsell based on buying patterns. The integration automated order processing, drastically reducing fulfillment times to within the same day. As a result, Under Control Instruments enhanced its customer service, eliminated manual tracking risks, and gained valuable insights to improve sales margins.

Under Control Instruments