TargetCRM implementation

Galaxy Sivtek: Connecting technical enquiries, trials and customer service.

Galaxy Sivtek needed a connected way to manage technical enquiries, quotation revisions, product trials and customer complaints.

Product implemented: TargetCRM
Delivery partner: Excellence Consultancy Services

Explore TargetCRM solutions

Implementation workflow Illustration
01 Capture the enquiry
02 Record requirements and trial needs
03 Prepare and follow up quotations
04 Track customer service requests

Customer-specific configuration, not a standard-feature guarantee.

The business challenge

Enquiries arrived from multiple sources. Technical requirements, trial records and quotation revisions needed to stay connected to the opportunity, while customer complaints needed visible ownership.

Industry: Industrial sieving and filtration machinery

What ECS implemented

Enquiries and opportunities

Centralised lead and opportunity records, technical requirements and follow-up ownership.

Trials and quotations

Trial indents, schedules and reports linked to the sales process, alongside quotation revisions.

Customer complaints

Ticket records and dashboards to keep service requests and their progress visible.

Reported operational improvements

Sales follow-up

More structured follow-up and visibility into active enquiries.

Trial coordination

A standardised record of trial requests and results.

Service visibility

Better visibility into complaints and their handling.

Qualitative outcomes described in the customer case study. No quantified ROI or performance uplift is claimed.

Customer feedback

“Excellence Consultancy Services (TargetCRM) is a team of highly professional, energetic, creative, and technically sound people.”

Amit Suthar · IT & Systems Manager · Galaxy Sivtek

Excerpt from the customer case study.

Planning a similar TargetCRM implementation

This case study describes a customer-specific TargetCRM implementation delivered by Excellence Consultancy Services. Capabilities, integrations and delivery scope for each new implementation are agreed separately.

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