Ergo Group Ltd
It was reassuring knowing that we had a designated contact at OpenCRM to help with any queries that we had with the new system, and this support still continues today.
— Paula Blake-Pead, Ergo Group Ltd
Ergo Group Ltd
Founded in 1996, Ergo Group supplies families with high-quality products for hours of outdoor fun, including Rainbow Play Systems climbing frames, Springfree Trampolines and, most recently, Hydrolife Hot Tubs.
It’s a business built on loving the brands it carries: products the team wouldn’t hesitate to have at home themselves, built to be used and enjoyed over time rather than just built to last. That same standard — do it properly, or don’t do it — is what Paula Blake-Pead, Ergo Group’s Operational Excellence lead, brought to the search for a new CRM system.
A system with no one left to run it
Ergo Group’s existing CRM had been built and managed in-house by an employee who later left the business — leaving behind a basic system with no real function for managing sales leads.
With the company growing, Paula needed a system that could show what was in the pipeline and what was happening with each opportunity, day to day — without relying on one person’s institutional knowledge to keep it running.
Prospects, activities and forecasting in one place
OpenCRM gave Paula and her team a straightforward way to manage prospects and customers, scheduling follow-up calls and other activities from a single place — so Paula could see who was supposed to be where with just a couple of clicks.
The team could also record and amend opportunities, both amounts and probabilities, letting Paula easily forecast and budget — something the old system simply couldn’t do.
The whole team was up and working “quite seamlessly,” working closely with a dedicated Project Manager at OpenCRM throughout onboarding.
What the team at Ergo Group loved about OpenCRM
- Ability to budget and forecast from Opportunities
- Task and diary management in a single place
- An Account Manager and support team on hand whenever needed
- New features being added all the time
Support that didn’t stop after onboarding
The Ergo Group team know they can get in touch with their Account Manager or the OpenCRM support team whenever they need to — whether that’s extending functionality or just a quick how-to. More than five years on, Paula and her team are still discovering new shortcuts and functions.
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