Current CRM Software Projects

We have been provided with the following information by companies seeking CRM Software. Each lead may be purchased for €200. To purchase simply email mcradock@tslmarketing.co.uk with the code of the lead you would like to purchase. You will then be issued an invoice via PayPal, and once payment is received you will be sent the contact details for this lead.

Simply Click to Buy a Lead, and email us the code of the lead you want.

Irish Buyers (includes VAT 21%): Simply Click to Buy

Non-Irish Buyers: Simply Click to Buy

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Project Code 10136

Project Summary

The Director at this company is seeking a CRM solution to integrate with email responses. At the moment this company is using Access & Excel to manage the sales pipeline and they are having difficulties managing the high volume of emails. These emails will also be in different languages.

This company will have 20 users of a CRM solution all based at 1 site in Ireland.

The Director interested in hearing from any suitable CRM providers immediately and would also like to receive some information via email.

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Project Code 10135

Project Summary

The Business Development Manager explained that the company is using an in-house developed CRM solution, which was developed through Lotus Notes. It is anticipated that the company will evaluate CRM solutions in the coming months. The Business Development Manager has requested some information for his perusal and has agreed to a follow up call in 3 month's time to discuss his criteria. There will be 6 users of a CRM solution, potentially more. The Business Development Manager is the key decision maker pertaining to this particular area.

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Project Code 10134

Project Summary

The Sales & Marketing Manager explained that the company is currently evaluating CRM. She said that the company is not currently using a CRM solution but is using Excel, a very basic solution for managing the sales pipeline. There will be 10-15 users of a CRM solution all based at one site in the UK. The Sales & Marketing Manager explained that the MD is in fact the final decision maker and the Sales & Marketing Manager confirmed that he would also be open to speaking with suitable CRM providers. The Sales & Marketing Manager advised a call either to herself or to the MD. The Sales & Marketing Manager provided her email address for which to send information to and she will in turn discuss this with the MD.

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Project Code 10131

Project Summary

The Marketing Manager, explained that the company is currently using a CRM solution called 'Goldmine' to manage the sales pipeline. She said that she does not believe that this is an effective CRM solution and added, "it is an effective sales pipeline management tool, but from a marketing perspective, it is not effective in my opinion". There is no budget available at the moment due to the current climate, however if the company can find value in a CRM solution then budgets could be made available.

The Marketing Manager said that this is something that will happen in the next 12 months and therefore she is interested in hearing from suitable providers in a couple of months time. There are 90 users of a CRM solution, based at 2 sites and potentially 4 sites across the UK. The CRM solution will be accessed by Sales, Marketing and Accounts Personnel with a possibility of some of the users being remote users. Although the Marketing Manager will not be the final decision maker she will have a major influence on what CRM solution is chosen. The Marketing Manager would like to be contacted by suitable CRM providers at beginning of Q4 2009.

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Project Code 10132

Project Summary

The IT Manager explained that he is currently evaluating CRM solutions. He explained that he has only been in this role for approximately 6 weeks and has plans in place to implement a CRM solution as the company is currently using Excel to manage the sales pipeline. The IT Manager explained that he is currently in the process of evaluating the user number as the solution will be accessed across all business departments, including Sales, Marketing, IT Support, Operations and Accounts Departments.

To give some indication of the user number, he said that there are currently 60 network users so if at least half of these departments have access to the CRM solution then it is anticipated that there will be approximately 30 users of a CRM solution. There are multiple sites involved, all based in The UK. There will be 1-2 remote sites, a few remote users with some of these remote users using laptops and others using VPN connections and a few using blackberries.

There is also a possibility of 2 new sites coming on board in the next few months. The IT Manager said that he will be evaluating CRM providers for the next 2-3 months. The IT Manager would like to receive some information for his perusal, via email and is open to speaking with suitable CRM providers effective immediately.

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Project Code 10130

Project Summary

The Sales Manager explained that the company is not currently using a CRM solution to manage the sales pipeline. She said that it is something that the company may look at in the longer term, however she also advised that she is leaving the company in a couple of weeks. The Sales Manager referred to the Business Development Director as the best person to speak with. Through further probing, the Sales Manager said that the company employs agencies to carry out their sales and then the agency reports back to her on a weekly basis. This information is currently just kept in a folder..

The Sales Manager said that CRM does sound like it could be useful. The Business Development Director explained that the company is not currently using a CRM solution to manage the sales pipeline. He said that it is something that he has considered however he also said that he is not sure if the volume of sales requires such a solution at the moment. The Business Development Director expressed an interest in learning more about how CRM can manage the sales pipeline. The Business Development Director requested some information, by way of introduction to CRM, for his perusal and agreed to follow up.

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Project Code 10129

Project Summary

The Marketing Co-ordinator explained that he has only been in this particular role for approximately 3 weeks. He said that the company is not currently using a CRM solution for managing the sales pipeline and confirmed that this is an area he will definitely review once he has had a chance to settle in. There are 2 sites in the UK with the possibility of approximately 20 CRM users. The Marketing Co-ordinator requested a call back end of Q4 2009 beginning of Q1 2010 at which time he plans to review the area of CRM.

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Project Code 10128

Project Summary

The Marketing Executive explained that he is currently evaluating CRM solutions.  He said that he has already had meetings with two of the major CRM providers, however he is still willing to add providers to the mix. There will be 15-25 users, based at 5 sites on a global scale, with some of these users being remote users. The company is seeking a solution to help manage the area of Account Management, Contract Management and Business Intelligence.

The company is not currently using a CRM solution but is instead relying on 'databases, paper & memory' to manage the sales pipeline. An example of the main motivation for purchasing a CRM, solution was also given. This company could have a customer such as a chemical company with 2 sites, one in US and one in China, therefore this company will have 2 sales representatives, one in US and one in China; Each of these reps needs to see the activities of the other.

The Marketing Executive hopes to make a purchase decision in 6 months but would anticipate a selection being made in the next 6 weeks. Therefore, he is interested in hearing from suitable providers immediately. The Marketing Executive is the main decision maker as he has a lot of experience in this area.

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Project Code 10127

Project Summary

The Director explained that the company is currently using an in-house developed CRM solution for managing the sales pipeline. He said that the existing technology is adequate for the moment but he also said that they are always looking of ways to improve things. The Director said that the company has had discussions about evaluating other CRM solutions on the market. He also said that this year the company is focusing on "keeping their existing customers happy".

The Director did say, however that if he could find value in a CRM solution, then he would be willing to evaluate CRM further and make budgets available. The company has 50 users of a CRM solution, the majority of which would be in the service department and would therefore be remote users. The company would have approximately 10 users which would be office based. The Director said that he does not have the time to invest in evaluating CRM solutions at the present time, however Mr. Walsh expressed an interest in reviewing other CRM solutions that could prove value and said that it would be best to call in 4 month's time.

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Project Code 10126

Project Summary

The Marketing Director explained that the company is currently using several different CRM systems, one for each brand. He said that there are plans in place to harmonize this process and implement a unified CRM solution. The Marketing Director explained that the company will have 400 users of a CRM solution, based at 15 sites worldwide. The Marketing Director said that other projects are taking priority at the moment and therefore he would like to hear from suitable CRM providers at the end of August.

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Project Code 10123

Project Summary

The IT Manager explained that the company is currently seeking a suitable CRM solution. The IT Manager advised that one of the solutions which the company has already evaluated is a solution called 'Goldmine', as he said, "I believe that this solution is tailored more towards the construction industry". The IT Manager said that it will be quite a small deployment and he added that their business is quite different in that the company has a turnover of about £150m however they may have only 10 very big customers.

When asked about number of users, the IT Manager said, "there will be 3 concurrent users". When asked if he would like other departments to access the CRM system also, the IT Manager advised that he was told by one provider that he can only have 3 concurrent users. Therefore, there is a possibility of more users.

These users are based between 2 sites in the UK. The IT Manager is interested in hearing from suitable providers immediately as this is a matter of urgency. The IT Manager needs to present a proposal by the beginning of August. When asked about budget, the IT Manager advised that the company does not work on a budget basis but rather on value. If the company can find value in a solution then funds can be made available.

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Project Code 10122

Project Summary

On first contact with this company, the Marketing Manager, explained that the company is not currently using a CRM solution to manage the sales pipeline. The Marketing Manager said that the possibility of implementing a CRM solution is something that the company is currently speaking about. The Marketing Manager said that he is not directly involved with this and said that it would be best to speak with the IT department.

The IT Manager in turn advised that the SCM Manager is the best person to speak with about this project. The SCM Manager explained that the company will be implementing a new ERP solution soon. CRM will not be part of phase 1 of this project, but phase 3. The timeframe for decision by the company in question regarding CRM will be within the next 12 months. The company will have 10 users of a CRM solution and this will be between 2 sites, one in UK and one in US with the decisions being made in the UK. The SCM Manager has agreed to a call in 6 month’s time to ascertain the then situation in relation to CRM evaluations.

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Project Code 10119

Project Summary

The Office Manager explained that the company is not currently using a CRM solution. When asked about how the company is currently managing the sales pipeline, such as contacts with it's current and prospective customers, the Office Manager advised that this area is currently managed with a simple database. The Office Manager advised that this is something that the company will evaluate in 6 months time. The Office Manager requested some information for her perusal and asked for a call in 6 months time to discuss this in greater detail. The company has 10 users of a CRM solution, all based at one site in UK.

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Project Code 10121

Project Summary

The Sales & Marketing Manager explained that the company is currently using an in-house developed CRM solution to manage the sales pipeline. When asked if there are any plans to make any changes to existing technology or to evaluate any other CRM solutions on the market, he replied "possibly". The company has 6,000 employees in total with 70-80 users of a CRM solution. The Sales & Marketing Manager advised that these 70-80 users will be based in UK, Europe, US & Mexico. The Sales & Marketing Manager has requested some information for his perusal and has asked to be contacted by suitable providers in 3-4 months time.

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Project Code 10118

Project Summary

The Managing Director explained that the company currently has a CRM project in the pipeline. The company is currently using a CRM solution called ‘ACT’. Although the Managing Director said that he is strongly considering upgrading to the latest version of ACT, he also said that he is interested in seeing features of other CRM solutions and what other solutions have to offer. The Managing Director intimated that if the company could find value in another solution then the company would certainly evaluate this solution further. There are 10 users of a CRM solution, with a possibility of a couple of these users being remote users. These 10 users are all based at 1 site in the UK. The Managing Director requested some information for his perusal. The Managing Director said once he has received the information he will then get in touch with the provider involved.

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Project Code 10117

Project Summary

The Sales Manager, explained that the company is not currently using a CRM solution to manage the sales pipeline. This is not an area that the company has looked into previously, however, the Sales Manager is interested in learning more about how CRM can help improve this particular area. There will be one user of a CRM solution, this being the Sales Manager himself. A budget could be made available if the company were to find value in a CRM solution. The Sales Manager requested some information for his perusal and asked for a call back in 6 months time to discuss this in greater detail at which time the Sales Manager will be available to review the solution properly.

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Project Code 10116

Project Summary

The Marketing Director, explained that the company is currently using an in-house developed CRM solution for managing the sales pipeline. When asked if there are any plans to evaluate any other CRM solutions on the market, he advised that there are no plans in the short term but the long- term plan would be to evaluate other CRM solutions on the market. At the moment the in-house developed solution is on trial and there is a certain amount of tweaking to take place, however the plan is to evaluate other CRM solutions on the market in early 2010.

There is no budget in place at the moment, however the Marketing Director intimated that a budget could be made available if the company were to find value in a CRM solution. The Marketing Director advised that there are 30 users of a CRM solution, based at 4 sites based in UK. The Marketing Director requested some information for his perusal and a call in Q1 2010.

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Project Code 10115

Project Summary

The Sales & Marketing Manager, explained that the company currently has a CRM project underway. The Sales & Marketing Manager was very sceptical about giving away too much information in relation to this project. Through further probing, he said that the company is considering implementing a custom built CRM solution. Furthermore he intimated that the company is currently using a few different systems and described the current solution as "a simplified version of Goldmine, which is tailor-made”.

The company is seeking a solution for 'Contact Management' as currently the Sales & Marketing Manager is using Excel spreadsheets for this purpose and this gives him annual reports. He is interested in speaking with software providers to see how they can help in this remit. The Sales & Marketing Manager added "I have looked at Goldmine in the past, but it is too complex". It has been confirmed that there would be 8 users of a CRM solution, all based at 1 site in UK, with 3 of these being remote users.

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Project Code 10106

Project Summary

The Head of Marketing, explained that the company is currently using an in-house developed CRM solution. When asked if there are any plans to review other CRM solutions on the market, Head of Marketing advised that the purchase plans for 2010 will include CRM. The number of users of a CRM solution is 100+ globally.

The Head of Marketing confirmed that the decision would be made by the Head Office in Edinburgh and as Head of Marketing he would be one of the decision makers pertaining to this particular area. The Head of Marketing requested some information for his perusal and a call back towards the end of 2009 to discuss these plans in greater detail.

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Project Code 10113

Project Summary

The Communications Manager, explained that the company is currently using an in-house, purpose built solution. This solution is currently working ok for them however as the Communications Manager added, "it could be better". The Company has 30-40 users of a CRM solution all based at one location. The contact confirmed that as Communications Manager she would be one of the decision makers in this area.

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Project Code 10114

Project Summary

The Marketing Manager, explained that the company is currently using a CRM solution called 'ACT'. The Marketing Manager advised, "We are currently using ACT, but not successfully. The company plans to evaluate CRM solution on the market in the next few months but The Marketing Manager also advised that it would be best to speak with the Marketing Director in relation to this particular project. On subsequent contact with the company the Marketing Manager explained that she will now be taking care of this project as the Marketing Director has since left the company. The Marketing Manager requested a call in one month’s time, at which time she expects CRM evaluations to commence.

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Project Code 10108

Project Summary

The Operations Manager, explained that the company has plans in place to evaluate and implement a new CRM solution and continued that the company is currently using an ERP solution called "Inspire", which is mainly used for rental equipment tracking and asset management, however this solution also has a CRM functionality.

The Operations Manager would like to review stand-alone CRM solutions as an alternative and said that he would be open to evaluating suitable CRM providers from mid June 2009. The company will have 10-12 users of a CRM solution, all based at 1 site. The Operations Manager has confirmed that he will be one of the decision makers pertaining to this particular area.

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Project Code 10105

Project Summary

The Internal Sales Manager, explained that the company is currently using a CRM solution called "Corex". There are no immediate plans to evaluate other CRM solutions but Ms. Squires requested a call back in 3 months time at which time she said that the company will be ready to look at other CRM solutions. There would be 5 users of a CRM solution with a couple of these users being remote users. The Internal Sales Manager requested some information for her perusal and requested a call back in 3 months time at which time the company will be ready to evaluate other suitable CRM solutions. The Internal Sales Manager has confirmed that she is one of the decision makers pertaining to this particular area.

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Project Code 10103

Project Summary

The Business Development Manager, explained that the company is not currently using a CRM solution but said there are definitely plans in place to implement a suitable CRM solution.  CRM is not included in this year’s budget but said that it will certainly be included in next years budget. The company will need to put together a proposal with various providers before the end of the year. The Business Development Manager said that he is very busy for the next 7 weeks so will not be able to commence evaluations until after this time. Therefore, the Business Development Manager will not be available to take calls from CRM providers until July 2009.The Company will have approximately 50 users of a CRM solution and these would be based in multiple countries including UK, US and Middle East. The Business Development Manager confirmed that there would be two main decision makers pertaining to this area and he would be one of these decision makers. The Business Development Manager has requested some information for his perusal and has requested a call back in July when he plans to commence evaluations.

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Project Code 10100

Project Summary

The BPM Specialist explained that he is working as a consultant for a company, which is seeking a CRM solution. The BPM Specialist explained that his client currently has this outsourced however they are looking for a CRM solution so that they can manage this area themselves. The company which is seeking the CRM solution has just 1 location. There will be 50 users of the CRM solution in total, with 20 of these people being remote users. The company plans to commence evaluations of possible CRM solutions in the next 6 months and is hoping to commence implementation in 6 months time. The BPM Specialist confirmed that he is part of the decision making process however the CFO of the company which is working for will make the final decision. The BPM Specialist has asked to be contacted by 2 software partners in 1 month’s time.

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Project Code 10098

Project Summary

The Operations Manager, explained that the company had plans in place to review other CRM solutions on the market, however these plans had to be put on hold as other projects took priority. When asked when he would anticipate these evaluations to come to the forefront again, the Operations Manager advised that the evaluations of CRM solutions should commence in the next 12 months. The Operations Manager requested some information for his perusal and agreed to a follow-up call in 6 months time to ascertain the then situation in relation to CRM evaluations. The Operations Manager confirmed that he is the main decision maker in this area and said that there are 14 users of a CRM solution. The Operations Manager explained that there would be one office in London and then the company is opening an office in Switzerland soon. The Operations Manager advised that there would be 14 users of a CRM solution in total. The Operations Manager has agreed to a call in 6 months time and reiterated the fact the company plans to commence evaluations in the next 12 months time.

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Project Code 10097

Project Summary

The Sales Coordinator, who confirmed her part in the decision making process, explained that the company is not currently using a CRM solution. When asked about the way in which the company currently manages the sales pipeline she replied, "we are currently using Access however it does not give us the level of detail which we require". Implementing a CRM solution is an area that the company looked at previously however this was put on hold due to other priorities. However this is something that the company will revisit later in the year 2009. The Sales Coordinator asked that she be contacted in 2 months time to ascertain the then situation in relation to CRM evaluations. There will be approximately 10-20 users of a CRM solution, all based at one location, with no remote users.

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Project Code 10096

Project Summary

The Technical Project Manager, explained that the company is seeking an integrated software solution to keep track of software development projects which the company has ongoing. The solution needs to manage many aspects such as project progression and management, invoicing and must also have a financial back end. The company is currently using in-house developed software and "Open Source" is used for capturing final deliverables. The ability to provide hi-level reporting is of utmost importance when deciding on the new solution. The type of reporting the solution would need to provide would be as follows:

 - Where the projects are, relative to budgets, combined with where the invoicing totals are.

- Awarded budget combined with current status of invoices and net invoices.

 - Reports to show contractors rates tied into invoices; to be able to know the burn rate relative to the hourly rate.

 - How many FTE's there are on various projects.

 - Projection in terms of budget; how relative to current staffing and rates; will they have shortfalls in 2 months or do they have enough to cover the total project.

 - Also in terms of the project, if they take away 2 employees or add 2 employees to a project, what impact will this have on the project.

It has been confirmed that there will 65 users of this new solution. These 65 users will be divided between 2 locations and there will also be 7-10 remote users. The company plans to decide on and implement the chosen solution within the coming 3-6 months. The Technical Project Manager wants to review both CRM and ERP technologies before deciding on the most appropriate and is open to being contacted by 5 CRM and ERP suppliers straight away, as this is a priority at the moment.

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Project Code 10093

Project Summary

The Technical Support Manager, who explained that he along with the MD are the decision makers said that the company does not currently have a CRM solution in place adding that he will review in 2 months time. He explained that at the moment the company has other priorities and one of these is to actually employ a sales person. There would be 2 users of a CRM solution based at 1 site. The Technical Support Manager is happy to receive follow up in June to discuss this in greater detail.

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Project Code 10092

Project Summary

The Group Development Manager, confirmed that she is the main decision maker in this remit and explained that the company is currently going through many changes, opening new branches etc and expressed interest in reviewing CRM solutions once the current changes have been gone through. She reiterated that there is so much going on at the moment with all these changes that she plans to review CRM at the end of Q3 2009. The Group Development Manager explained that there would be 5 different sites and approximately 40 users of a CRM solution with 10 of these being remote users.

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Project Code 10091

Project Summary

The Managing Director, explained that the company is not currently using a CRM solution explaining that the company would focus more on service contracts and the work they do is also site specific however the company does sell some equipment. The Managing Director expressed an interest in reviewing CRM to establish how it can help the company. When asked how this information is currently recorded, the Managing Director said that the company uses Sage and also just a spreadsheet for managing this side of the business. When the benefits of CRM in this remit were introduced the Managing Director expressed an interest in reviewing CRM further. The company is currently in the process of a business plan and will be looking at CRM "in a few months".  When asked how many people in the company would have access to a CRM solution the Managing Director said that there would be 3 users of a CRM solution, 1 remote user and the other 2 users would be based at the one location. The Managing Director confirmed that he would be the decision maker in this area and requested a call back at the end of July 2009.

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Project Code 10090

Project Summary

The Sales Manager, explained that the company is not currently using a CRM and added that the idea has been mentioned at several monthly meetings however the company has never actually reviewed any CRM solutions. The benefits of CRM were introduced and The Sales Manager expressed interest and asked for some information, to peruse with her colleague. On subsequent contact The Sales Manager referred to The Office Manager for further discussion adding that The Office Manager is in fact the decision maker pertaining to this area. The Office Manager explained that the company has been considering a CRM solution and said that the company is currently using Sage Line 50 and is interested in a solution, which would be compatible with Sage. The company would have 8 users of a CRM solution. There would be 7 users based at one location and possibly 1 remote user. A budget could be made available if the company finds value in any of the CRM solutions it reviews. In conclusion The Office Manager would like to be contacted by no more than 3 suppliers during the week commencing May 11th.

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Project Code 10089

Project Summary

The CEO, who confirmed that he is part of the decision making process, explained that the company offers a personal credit assessment and improvement service. The company is currently seeking a call centre to generate sales leads and will then need a CRM solution to manage sales leads generated by the call centre. The company is currently using a Windows based system but is urgently seeking a CRM solution, which is web based. The company currently has 25 remote users of such a solution however it is estimated that in the next 4-6 months this number will increase to 150-200 users, all remote users. When asked how many users of the CRM technology there will be at the call centre the contact replied that until they find a suitable call centre they will not know whether they will use the technology provided by the call centre and feed it into their CRM solution being used by their remote workforce or whether the call centre staff will also need to use the chosen CRM solution. When asked if there is a budget allocated for this project the contact explained that there is no budget allocated as yet but said that he would like a system that would allow payment over a period of time rather than one bulk payment. The contact has been looking at some CRM providers over the past few weeks however there has been no decision made yet. The contact confirmed that he would like to be contacted by no more than 5 CRM providers and provided specific contact details. The company is planning to implement a solution in the next 4-6 weeks.

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Project Code 10087

Project Summary

The Sales Director, who confirmed that he is part of the decision making process, explained that the company has plans to review CRM solutions "in the next 3-6 months" with the ultimate plan of selecting a new CRM solution for the company to use. He said that at the moment the company is seeking an investor and this needs to happen before any possible evaluations can commence. The company has a €10m turnover. The Company has 6 Distributors nationwide with 5-7 employees at each site. The company also has 3 field Sales Representatives, 1 Marketing Manager, 1 Telesales Representative, 3 Accounts Personnel Services Engineers “which would all probably have access to any CRM solution”. The Sales Director requested some information for his perusal and requested a call in June 2009 to discuss further, at which time the company plans to begin its review of CRM technologies.

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Project Code 10086

Project Summary

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Project Code 10085

Project Summary

The Co-owner stated that the company has a requirement for a CRM system for use by 6 employees. The company sells hardware and software in Sweden and has intentions for export. The Prospects systems are Microsoft based and include a Swedish Financial software application. The key evaluation criteria are that the company can manage sales leads and customer enquiry progression and have full visibility into the sales pipeline. The new CRM system must also import and export to and from XML based systems and be capable of managing 450+ customers accounts. The Prospect will consider Server based and on-demand CRM systems and expects to make a decision after 31st July 09 when the evaluation period ends.

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Project Code 10084

Country Ireland
Company On File
Address On File
Industry Environmental
Turnover Unknown
Employees 2
Number Sites 1
Telephone On File
Name On File
Title Sales and Marketing Director
DDI/MobileFax On File
Email On File
Web Site On File
Date Identified: March 10th, 2009
Lead Expires: May 31st, 2009

Project Summary
The Sales and Marketing Director, explained that the company has for some time been
considering acquiring a CRM solution as they are familiar with the functionalities of the
technology and are interested in acquiring the ability to facilitate areas such as sales
forecasting and ease of visibility of customer data. He requested information for his perusal
and that of the MD, along with follow up to explain the benefits that the given CRM technology
would bring to them over and above their current technology, namely ACT. They have
approximately 400 customers and there are 2 users of the technology.

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Project Code 10083

Country Ireland
Company On File
Address On File
Industry Media
Turnover
Employees 5
Number Sites 1
Telephone On File
Name On File
Title Project Manager
DDI/MobileFax On File
Email On File
Web Site On File
Date Identified: March 2nd, 2009
Lead Expires: April 10th, 2009

Project Summary
The Project Manager explained that he is the ultimate decision maker adding that the
company is 'getting up and running' at the moment and is looking for a CRM solution for the 5
employees of the organisation to use. The timeframe for decision-making is by April 10th 2009
and the Project Manager is currently reviewing the market to get an idea of the cost of CRM
so that budgets can be assigned. He has asked for suitable information about CRM offerings
and is looking forward to hearing from suitable CRM providers to discuss further their
offerings and his company potentially availing of them. The main factors that he will take into
consideration when deciding on a provider are, cost (to include installation, training, support
and licences) along with the ability to access the solution remotely.

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Project Code 10082

Country Ireland
Company On File
Address On File
Industry Energy
Turnover
Employees 4
Number Sites 1
Telephone On File
Name On File
Title Director
DDI/MobileFax On File
Email On File
Web Site On File
Date Identified: February 19th 2009
Lead Expires: Open

Project Summary
The Director explained that at present the company is using Excel sheets to manage its
relationship with its 300 customers. The CRM concept was introduced to him and he
expressed great interest. If he finds value in the solution he will be able to make the funds
available to acquire such a solution. He has asked for suitable information about CRM
offerings and is looking forward to hearing from suitable CRM providers to discuss further
their offerings and his company potentially availing of them. There is 1 site in Ireland and 4
users of the current Excel technology so therefore would be 4 users of any potential CRM
technology.

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Project Code 10081

Country Ireland
Company On File
Address On File
Industry Construction
Turnover Unknown
Employees 4
Number Sites 2
Telephone On File
Name On File
Title MD
DDI/MobileFax On File
Email On File
Web Site On File
Date Identified: February 18th 2009
Lead Expires: Open

Project Summary
The MD explained that the company is currently using a Microsoft Access based in house
developed solution as its CRM but added that it is lacking in various functionality, the main
one being that it is not Web enabled. CRM is a technology he has been planning to look at so
this is an apt time for him to be contacted. There are 4 users of the solution and 500
customers in total. He explained that their dealings with their customers is over a period of
time and managing this relationship is one of the key issues that the company will take into
account when deciding on a CRM solution to acquire. Also the ability to log into the system
remotely is a functionality that he would like a solution to provide He is interested in receiving
information and talking further with suitable CRM technology providers.

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Project Code 10080

Country Ireland
Company On File
Address On File
Industry Utilities
Turnover
Employees 200
Number Sites 1
Telephone On File
Name On File
Title Head of IT
DDI/MobileFax On File
Email On File
Web Site On File
Date Identified: February 17th 2009
Lead Expires: November 30th

Project Summary
The contact explained that the company is in the early stages of reviewing CRM technology.
He continued that at present the company is using a billing system specifically for utilities
companies and that the plan over the next 9 months is to review this technology and to decide
whether to acquire a bolt on CRM system to provide more specific CRM functionality or
whether to migrate to a completely new CRM solution. The current billing system allows for
limited CRM functionality. They have approximately 500,000 customers and there will be
approximately 200 users of the technology. The key issues that will be taken into
consideration when deciding on a provider include initial cost and after sales service. The
decision as to which technology to be used is due to be made by November 30th 2009.

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Project Code 10079

Country UK
Company On File
Address On File
Industry Energy
Turnover
Employees 30
Number Sites 7
Telephone On File
Name On File
Title IT Co-ordinator
DDI/MobileFax NA
Email On File
Web Site On File
Date Identified: February 16th 2009
Lead Expires: Closed

Project Summary
The IT Co-Coordinator, confirmed that he is part of the decision making process and
explained that the company has recently chosen to acquire a CRM solution. He continued
that the solution was chosen after reviewing the market for the various types of CRM
solutions available to them. He explained that the company has entered into a "user number
by month" agreement with the provider of this technology. Other CRM solutions were
introduced to him and he expressed concern that they may not have chosen the most suitable
solution for their needs. He is eager to review further, potentially more suitable solutions in
order to ascertain whether they should move from their current solution to another. They have
approximately 5,000 customers on their books and there will be 30 users of this CRM
technology although this company is part of a larger group and the IT Co-ordinator feels that
there may be a move by other businesses within the group towards the CRM that this location
decides to use on a long term basis. This particular project refers to just one of the 7 sites of
the Group in The UK. This contact acts as IT Co-ordinator for these various businesses also.

_____________________________________________________________________________________

Project Code 10078

Country Ireland
Company On File
Address On File
Industry Technology
Turnover Unknown
Employees 75
Number Sites 2
Telephone On File
Name On File
Title Sales Manager
DDI/MobileFax NA
Email On File
Web Site On File
Date Identified: February 9th 2009
Lead Expires: Open

Project Summary
The Sales Manager, confirmed that he is part of the decision making process and explained
that the company is currently in the advanced stage of the process of reviewing CRM solutions.
As well as managing the sales pipeline the solution should also include licence renewal
tracking and furthermore should have a function for sales order processing. The solution must
also integrate with current financial solution. There are 2 locations of this organisation, 1 in
Ireland and 1 in The UK however it is undecided if the solution will be implemented in both
locations. It is estimated that there will be 15 users of the CRM solution, 10 sales personnel
and approximately 5 administration personnel, however if it is decided that The UK will be
included this figure could reach 50.

_____________________________________________________________________________________

Project Code 10076

Country Ireland and United Kingdom
Company On File
Address On File
Industry Food & Beverage
Turnover Approx €70M
Employees Approx 245
Number Sites 2
Telephone On File
Name On File
Title Business Systems Manager
DDI/MobileFax NA
Email On File
Web Site On File
Date Identified: February 2nd 2009
Lead Expires: Open

Project Summary
The Contact, Business Systems Manager, explained that the company is not currently using a
CRM solution. He reported that their current ERP solution does have an add on CRM module
however they do not use it. They currently use excel spreadsheets which "is not ideal", he
admitted. When asked if the company plans to start using the CRM solution that they
currently have in place or to evaluate other solutions on the market, the contact stated that he
plans to evaluate other solutions however the evaluation process will probably not commence
until June 2009.

The company has 2 locations, 1 in Ireland and 1 in the UK. There would be approximately 20
users of a CRM solution, but the contact added that there is potential scope to 'have many
more'.

_____________________________________________________________________________________

Project Code 10075

Country UK
Company On file
Address On file
Industry Construction
Turnover
Employees 25
Number Sites 3
Telephone On file
Name On file
Title Sales and Marketing Director
DDI/MobileFax NA
Email On file
Web Site On file
Date Identified: 30th January 2009
Lead Expires: Open

Project Summary
The Sales and Marketing Director, explained that the company is currently using a mixture of
in house developed software and an online solution to manage its customers and sales
pipeline but added that this will be reviewed in March of 2009 and if a more effective and
viable option is found, this will be acquired by the company to replace the current solution.
The current solution whilst it can log enquiries and produce reports it cannot carry out
functions such as tracking sales forecasting and this is being done manually. The number of
users of the solution is 25. If the company finds value in the CRM solution budgets will be
readily available. The preference seems to be for an online option of utilising this type of
software though. Whilst there is an IT Manager at the company, he is contracted by the
company and is not a direct employee. The Sales and Marketing Director is the overall
decision maker. The ultimate reason that they are carrying out this review in March is
because they are concerned as a company that they are not capitalising on all of the sales
enquiries and customer information that they have accumulated as they should be. The Sales
and Marketing Director asked that information be sent for his perusal and follow up in late
February to discuss further.

_____________________________________________________________________________________

Project Code 10074

Country Ireland
Company On file
Address On file
Industry Construction
Turnover
Employees 3
Number Sites 1
Telephone On file
Name On file
Title Director
DDI/MobileFax On file
Email On file
Web Site On file
Date Identified: 30th January 2009
Lead Expires: Open

Project Summary
The Director, explained that the company is currently using "a Macintosh computer" to keep
track of their customers and accounts. CRM was introduced to him and he expressed interest
in it if it could help him increase sales and manage his customers better while not costing him
a lot. There are 3 users of the current system. The main key issues that he would look for in a
provider are "that the system is user friendly and that it is not costly". When asked about the
number of customers that they manage he explained that "it is very much one project at a
time because of the nature of the work". If they were to find value in a CRM solution they
could make the funds available for it. He is open to receiving contact from suitable CRM
suppliers to discuss further.

_____________________________________________________________________________________

Project Code 10073

Country Ireland
Company On file
Address On file
Industry Construction
Turnover Unknown
Employees 1 – expected to rise to 5 by July '09
Number Sites 1
Telephone On file
Name On file
Title Owner
DDI/MobileFax On file
Email On file
Web Site On file
Date Identified: 28th January 2009
Lead Expires: July 31st 2009

Project Summary
The Contact is the Owner of the Company, and is currently looking into acquiring a CRM
solution. He is currently using Excel and Act to run his business but is keen to adapt a
Software As A Service approach to the technology he will use in the future to run his
business. Currently he has a handful of customers and there would be 2 users initially of the
acquired system but as he is at the beginning of growing the business - he expects this user
base to grow by July '09 to 5 users.

He is also interested in acquiring an SCM technology again for 2 users initially as he "wants
to be in a position to source components globally". With regard to availing of an on line CRM
solution, his one concern is around the area of data security. When asked what he will take
into consideration when reviewing potential technology providers he answered "simplicity, the
ability of the solution to grow with the business, whether small companies are already
successfull using it and pricing".

_____________________________________________________________________________________

Project Code: 10071

Country Ireland
Company On file
Address On file
Industry Manufacturing
Turnover Unknown
Employees 21 - 50
Number Sites 4
Telephone On file
Contact Name On file
Contact Title Managing Director
DDI/MobileFax unknown
Email On file
Web Site On file
Date Identified: 20th January 2009
Lead Expires: Open

Project Summary:
The Contact, who is the Managing Director of the company, explained that the company is
currently using MS Office suite for the administration side of the business. The Client is
interested in learning about CRM solutions that would benefit its business as currently
functions such as managing client relationships and sales tracking and forecasting is mostly
manual and the company is open to improvements in its way of doing business. The CRM
should manage circa 1000 customers. The key deciding factor, as to whether or not a CRM
solution is implemented, is budget, value and return on investment are the key elements of
this decision. The contact confirmed that he is the principal decision maker in the company.

_____________________________________________________________________________________

Project Code: 10068

Country United Kingdom
Company On file
Address On file
Industry: Manufacturing
Turnover
Employees 50
Number of Sites 1
Telephone On file
Contact Name On file
Contact Title IT Manager
DDI/Mobile On file
Fax unknown
Email On file
Web Site On file
Date Identified: 22nd Dec 2008
Lead Expires: Deferred Evaluation to September 2009. Do not contact before Sept. 09

Project Summary:

Manufacturing company based in the UK is seeking an ERP solution. The ideal
solution should have modules for CRM, Scheduling, Supply Chain Management &
Financials and it is envisaged that the system will grow in modules once the initial
ERP solution is up and running. The current financial management system is Sage
Line 50 and the company has a requirement for a more manufacturing based system.
The system will be used by 20 users in one site in the UK. This Company has plans to
commence evaluations of suitable ERP systems in Q2 2009 and hope to commence
implementation shortly afterwards. A budget has not yet been allocated to this project.
The company does not wish to be contacted before Q2 2009.

______________________________________________________________________________________

Project Code: 10065

Country United Kingdom
Company On file
Address On file
Industry: Meat Processing
Turnover approx. €750m world-wide
Employees 120
Number of Sites 2
Telephone On file
Contact Name On file
Contact Title IT Manager
Web Site On file
Date Identified: 2nd Dec 2008
Lead Expires: 30th June 2009

Project Summary:
Large Meat Processing Company which is part of a global organisation, is seeking a
Customer Relationship Management System for 25-30 users. The company currently has
no such application to manage the sales pipeline and therefore they are looking for a
solution that can be accessed by several departments and which can provide full visibility
into the sales pipeline. The company has 2 locations and the CRM solution will be accessed
by 25-30 people between the 2 locations. The existing systems are Microsoft based.
Evaluation of suitable CRM providers is expected to start in the near future when a budget
will be defined.

______________________________________________________________________________________

Project Code: 10056

Country UK
Company On file
Address On file
Industry: Education
Turnover Approx £30M
Employees 120 on site
Number of Sites 1 (plus 3-4 remote sites)
Telephone On file
Contact Name On file
Contact Title IT Director
DDI/Mobile unknown
Fax On file
Email On file
Web Site On file
Date Identified: Nov 17th 2008
Lead Expires: Jan 31st 2009

Project Summary:

The Company has a requirement for a CRM application for 120 users. The company
has recently received the go-ahead for a £75,000 - £100,000 investment in a new
CRM system which incorporates the integration of an e-commerce platform and the
content management and restructuring of the company's web-site. Database
integration with the CRM also forms part of the web-site arm of the project. The
company currently uses an IBM i-series, Access and SQL platform to manage its
client database and does not require a Sales oriented CRM application. The company
is based in 1 office in London, UK with remote access from offices in Singapore,
Indonesia and New York, however full visibility is not necessary for these remote
offices and the company's IT Department will manage the roll out of the CRM to
these offices. There is a Task Team assigned with the task of evaluating CRM
applications and the IT Director is the primary decision maker on the CRM
application, although it will be evaluated by the task team. The client does not wish to
be contacted by more than 5 Software Providers. There is a 2nd contact name available
for this company.

______________________________________________________________________________________

Project Code: 10054

Country Cyprus
Company On file
Industry: Retail
Turnover Approx. £21M
Employees Approx. 180
Number of Sites 2+
Telephone On file
Contact Name On file
Contact Title Finance Manager
DDI/Mobile 01135722469500
Fax
Email On file
Web Site On file
Date Identified: Nov 6th 2008
Lead Expires: Closed

Project Summary:

Client is seeking a CRM solution, and a crucial criteria for the company is that the CRM solution it purchases can be supported by the vendor within Cyprus. The company has been utilising a legacy JBA ERP system, which their IT dept "supports and services themselves". The company is largely involved in retail and distribution, and wishes to utilise the CRM package for recording, monitoring, and analysing customer purchasing activities and interests, and then adapting strategies to meet these customer behaviours. The company has approximately 180 employees, and the budget for the CRM solution is expected to be £20,000 or less. The client expects to have made a purchase decision by the end of the month. The company has 2 sites, but through additional divisions and part-owned enterprises, has multiple sites. The CRM solution is expected to be concentrated on the 2 sites, though this may change. The principal contact is a Finance Manager in the company, but is involved in IT purchases, and is a key purchase decision maker.

______________________________________________________________________________________

Project Code: 10052

Country United Kingdom (Scotland)
Company On file
Address On file
Industry: Mobile technology
Turnover On file
Employees Approx. 15
Number of Sites 1
Telephone On file
Contact Name On file
Contact Title IT Manager
DDI/Mobile On file
Fax On file
Email On file
Web Site On file
Date Identified: Nov 6th 2008
Lead Expires: OPEN

Project Summary

The Client currently employs c. 15 people and requires a CRM system for its operations. The company is based in 1 office in the UK (Scotland) and has several remote users using Blackberries and Laptops. The existing financial package is Sage Accounts which is not networked and is accessed via one laptop. There is no budget set aside but the company envisages they will spend up to €10,000 on a new CRM system. The current system is ACT which is not integratable with other systems. The company is not interested in Open Source CRM's but would prefer to move to web based and remote access. The company will considering the well known CRMs such as MS Dynamics, Salesforce, Goldmine among others. The contact is the main evaluator =of the CRM system, the decision for which will be made by the Directors of the company.

______________________________________________________________________________________

Project Code: 10042

Country                          India                                            

Company                        On file

Industry                          Consultancy Services             

Turnover                         

Employees                      10

Number Sites                   2

Telephone                        On file

Contact Name                  On file

Contact Title                     On file

DDI/Mobile                       On File

Fax                         

Email                              On file                

Web Site                         Not Available

Date Identified:                 15th September 2008

Lead Expires:                  15th December 2008

Project Summary:

______________________________________________________________________________________

Project Code: 10043

Country                          India                                            

Company                       On file

Industry                          Paper Manufacturer

Turnover                          Not Disclosed

Employees                      100

Number Sites                   1

Telephone                        On file

Contact Name                  On file

Contact Title                    On file

DDI/Mobile                       On File

Fax                         

Email                               On file                

Web Site                          On file

Date Identified:                 15th September 2008

Lead Expires:                  15th December 2008

Project Summary:

The Client requires an CRM/ERP system for his Manufacturing Company located in India. The number of end users will be 5 people in total and the total number of employees is 100. He plans to make a purchase in the next two months.

______________________________________________________________________________________

Project Code: 10044

Country                          Ireland                                         

Company                       On file

Industry                         Telecommunications

Turnover                         Not Disclosed

Employees                     5

Number Sites                 1

Telephone                      On file

Contact Name                On file

Contact Title                  On file

DDI/Mobile                    

Fax                         

Email                            On file                

Web Site                      On file

Date Identified:              17th September 2008

Lead Expires:                Closed

Project Summary:

_____________________________________________________________________________________

Project Code: 10035

Country                          UK – N Ireland                              

Company                       On file                

Industry                          Energy supply    

Turnover                          N/A             

Employees                      

Number Sites                  1

Telephone                       On file

Contact Name                 On file

Contact Title                   IT Manager         

DDI/Mobile                         

Fax                         

Email                             On file

Web Site                        On file

Date Identified:                4th September

Lead Expires:                 16th September 2008

Project Summary:

_____________________________________________________________________________________

Project Code: 10010

Country                          UK                                              

Company                        On file

Industry                          Public Sector / Health Service

Turnover             

Employees                     Over 1000

Number Sites                  1                       

Telephone                       On file

Contact Name                 On file                

Contact Title                    IT Manager         

DDI/Mobile                      On file

Fax                                On file

Email                              On file                

Web Site                         On file

Date Identified:                 5th August 2008

Lead Expires:                  Closed

Project Summary:

The Client requires a system or systems which encompass CRM, Asset Management, Finance and Business Intelligence and integrates with the existing Oracle based, HR / Payroll and ESR (Electronic Staff Record) system. The ideal solution will be modular, however suitable stand-alone solutions are also of interest to the Client. The Client anticipates to have the new solution implemented circa April 2009.

____________________________________________________________________________________

Project Code: 10015

Country                          UK                                              

Company                       On file

Industry                          Mechanical Manufacturing                               

Turnover                         

Employees                      8 + Contractors

Number Sites                  1

Telephone                       on file