Customer voice

How Fortress Distribution streamlined their reporting process with Sugar Predict

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Fortress Distribution is a UK-based wholesale distributor specializing in introducing innovative safety brands to provide the best protection for workers in demanding jobs.  

Overview

Fortress Distribution is a UK-based import and wholesale distribution business specializing in offering innovative PPE and safety brands, including Black Mamba Gloves, across the UK and Ireland markets. With a mission to deliver the ultimate protection for workers in demanding jobs, Fortress Distribution offers a flexible approach to meet customer needs and requirements, providing a reliable and responsive service.

The Challenge

Before adopting Sugar Predict, the team faced challenges with inefficient reporting systems that made it difficult to track and analyze key business metrics. 

Their previous CRM system needed to be improved, and the manual reporting process led to inaccuracies and time-consuming data analysis. Because their older tool could not supply data analytics, they could not quickly identify and respond to customer spending trends. 

The Solution

Everyone in the business recognized the need for a comprehensive and advanced reporting system that could provide detailed insights and analytics about their business. They needed to automate data collection and analysis and have a better way to view their sales performance. 

Steve Brook, National Sales Manager, discussed how they came to implement Sugar Predict:   

"Fortress Distribution is a lean and responsive company; our customers include SMB's and Enterprises with multiple decision makers and longer buying cycles. Our previous CFM software was cumbersome. We required a CRM software solution which was straightforward yet scalable. To enable us to continue to successfully grow revenues, we needed to streamline our processes further and use reliable customer data to inform our decision making. Ultimately, we recognised integrating our CRM with SAGE 50would help to facilitate better customer experiences. And this was the solution which met these criteria."

Steve Brook, National Sales Manager

The Results

Fortress Distribution has achieved its goal of creating a better reporting system, thanks to Sugar's simple report generation with easy-to-understand charts. They could easily spot trends and pull out new sales opportunities within their existing customers. Sugar helped their team streamline the reporting processes, allowing them to spend more time selling.     

"As a result, the sales team increased their reporting efficiency by 74%, resulting in better and personalized sales approaches that helped boost customer satisfaction by 16%."

 Steve Brook, National Sales Manager 

The Future

Sugar Predict provides the business with a simple and comprehensive reporting system that has helped the team to improve their reporting processes, provided real-time insights to level up their game, and enabled them to channel their energy into driving more revenue. 

By automating their data collection and analysis, Sugar has allowed Fortress Distribution to focus on improving their sales team efficiency and building relationships with the right customers to help grow the business.   

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