Peninsular Cylinder Co. & C2CRM
CRM CASE STUDY
Peninsular Cylinder Looks to C2CRM to Foster Sales Process Improvement through Use of Better Sales Tools
Peninsular Cylinder Co., headquartered in Roseville, Michigan, does not just make cylinders…they craft stories of power, precision, and performance. They are a community of innovators, creators, and problem solvers, dedicated to pushing the boundaries of what’s possible in the world of hydraulic and pneumatic cylinders. Whether it’s for the automotive sector or any other industry, their cylinders are designed to keep their customers’ operations running smoothly and efficiently.
After evaluating many CRM vendors, Peninsular selected Clear C2 and its C2CRM software to address its business pain points. Clear C2 articulated that it can seamlessly integrate with JobBoss and leverage the imported data into the sales process. This allows Peninsular Cylinder to make better business decisions through C2CRM’s advanced reporting and dashboard analysis.
Clear C2 demonstrated its robust sales automation functionality, coupled with its 30 years of experience working with manufacturers to integrate their ERP data with C2CRM.
“As for the folks at Clear C2, all I can say is that my vision or intentions for a CRM go well beyond CRM standards and they have without hesitation accommodated any and all of my requests.”
“Clear C2’s professional services integration experience with ERP systems helped pave the way for a seamless transition to Epicor, and now we can leverage the benefits of both systems.”
Bill Tyler – National Sales & Marketing Manager
The Business Problem
Peninsular Cylinder was looking for the same smooth and efficient operations in its own sales organization. What was lacking were the necessary sales tools to facilitate process improvement. Due to the limitations of its previous CRM system, Peninsular Cylinder used it as a company and contact management system without any sales data or pipeline analysis.
“I was looking for something more real time and robust so I explored the options in our original ERP system (JobBOSS)” according to Bill Tyler, National Sales & Marketing Manager for Peninsular Cylinder. “I found that to be quite expensive as I would have to purchase an additional 12 seats which would have been over 100k in the initial investment and then about 60k per year operating costs.” Therefore, it was time to find a more suitable CRM system to address their need for better sales tools and data.
C2CRM Integration with Epicor
Peninsular Cylinder’s first C2CRM integration project was to update C2CRM throughout the day with data from their JobBOSS ERP system. Clear C2 automated the synchronization of Companies, Contacts, Quotes, Orders, and Shipments daily.
In 2022 Peninsular decided to migrate their ERP system to Epicor. Peninsular reached out to Clear C2 to duplicate the current JobBoss integration with the Epicor application. Clear C2 was happy to assist, and proceeded to duplicate all the synchronization functionality from JobBOSS to Epicor at no additional cost.
The current solution synchronizes all of the new/updated Companies, Contacts, and core business transactions from Epicor’s ERP System to C2CRM automatically and seamlessly. This exposes all users to a 360-degree dashboard presentation of daily transaction updates (quotes, orders & shipments) throughout the day (including YTD/MTD sales comparisons with previous years).
“Clear C2’s professional services integration experience with ERP systems helped pave the way for a seamless transition to Epicor and now we can leverage the benefits of both systems”, said Bill Tyler.
The Result and Peninsular Cylinder’s Vision
Peninsular Cylinder’s sales staff can now see quotes, orders, and shipments current to same-day business transactions for all of their customers in addition to their customers’ contact information in C2CRM. They have it set up as a parent/child relationship as their products are sold through distribution with drop ships to their customers.
Peninsular’s National Sales & Marketing Manager, Bill Tyler explained, “Our customer data is extremely intense, and C2CRM is able to transfer all of this data to a cloud-based CRM system, resulting in a very user-friendly and efficient “one stop access” method of seeing customer business, and activity. As for the folks at Clear C2, all I can say is that my vision or intentions for a CRM go well beyond CRM standards and they have without hesitation accommodated any and all of my requests. My regional staff has visibility of their customer activity through dashboards that they can set up and manage to their liking.”
“C2CRM’s clear advantage over other CRM systems in the marketplace is its ability to not only offer integration services using our own professional services expertise but to creatively customize C2CRM to display the imported data helping the sales organization to be more effective and efficient,” said Charlie Spaneas, Director, Sales & Marketing at Clear C2.
Charlie explained further, “We not only take pride in how closely we can morph our software to our customers’ business model but also how we sustain high user adoption rates and keeping the application relevant over time with our all-inclusive support package.”
