# B2B CRM Software in Nottinghamshire

> B2B CRM Software built, hosted and supported in the UK, serving Nottinghamshire including Nottingham, Mansfield and Newark-on-Trent. Set up around how your team actually sells, not the other way round.

**URL:** https://cubecrm.co.uk/software/b2b-crm-software/nottinghamshire

Across Nottinghamshire we see the same problem in different clothes: plenty of customer information, but not in one place, and not in a form the whole team can act on. B2B CRM Software is how you stop relying on memory.

## Details

- **Solution:** B2B CRM Software
- **Group:** Core CRM
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Nottinghamshire
- **Distance from our Olney office:** 61 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** NG1, NG2, NG3, NG4, NG5, NG6, NG7, NG8, NG9, NG10, NG11, NG12, NG13, NG14, NG15, NG16, NG17, NG18, NG19, NG20, NG21, NG22, NG23, NG24, NG25
- **Also known as:** Business to business CRM, Account-based CRM, Trade CRM, Industrial CRM, CRM for B2B sales

## Coverage

Our Nottinghamshire coverage includes Nottingham, Mansfield, Newark-on-Trent, Worksop, Retford and Hucknall, and the NG1, NG2, NG3, NG4 and NG5 postcode districts. If you are in Nottinghamshire and not on that list, we almost certainly still cover you - ask.

## What is included

- **Companies at the centre:** Parent groups, subsidiaries, sites and departments modelled as they really are, with contacts and roles attached - so a head office and its twelve branches are one account, not thirteen unrelated records.
- **Buying groups and roles:** Record who specifies, who buys, who approves and who signs, and see at a glance which of them you have actually spoken to on a live deal.
- **Long cycles, handled properly:** Multi-stage opportunities with trials, samples, specification documents and revisions, and a full history when a deal goes quiet for six months and comes back.
- **Agreed terms on the account:** Customer-specific price lists, discounts, payment terms and contract dates held on the record, so the next quote starts from what was agreed rather than from list price.
- **Repeat business and renewals:** Reorder cycles, contract renewals and lapsed accounts raise themselves, so the existing customer base gets as much attention as new business.
- **Accounts package in step:** Customers, credit status and invoices shared with Xero, Sage or QuickBooks, so the salesperson knows an account is on stop before promising anything.

## Real-world use cases

### Thirteen records for one customer

**Scenario:** A facilities supplier worked with a national retailer through a head office and a dozen regional sites. Each site had been set up as a separate customer, and head office regularly received conflicting quotes.
**Outcome:** The group is now one account with sites underneath, one agreed price list and one account owner. Regional quotes go out on the group terms, and the conflicting-quote problem went away.

### The buyer who left

**Scenario:** A component manufacturer lost a large repeat customer after the buyer they dealt with moved on. Nobody else at the customer had ever been contacted, and the new buyer went to a competitor.
**Outcome:** Key accounts now show every contact by role, with a prompt when an account relies on a single relationship. Account managers build contact with the engineer and finance team as a matter of course.

### A slow deal that was forgotten

**Scenario:** A specialist supplier spent nine months on a trial with a prospective customer. When the trial finished, the salesperson had moved territory and nobody followed up.
**Outcome:** Long-running opportunities now carry a next step and an owner at every stage, and ownership changes transfer the whole deal history. The follow-up happens on the date agreed, whoever owns it.

## Figures

- **Group** Parent, sites and contacts on one account
- **By role** Who specifies, buys and approves
- **Agreed** Pricing applied to every quote

## Frequently asked questions

**How is B2B CRM different from ordinary CRM?**

Mainly in what sits at the centre. A B2B CRM is organised around companies with several contacts and sites, long sales cycles, agreed pricing and repeat business. Consumer-style CRMs are organised around individuals and campaigns. Both are CRM; they suit very different businesses.

**Can it model groups with many sites?**

Yes. Parent and subsidiary companies, sites and departments are part of the standard model. Reporting can roll up to the group or break down to the site.

**Does it handle customer-specific pricing?**

Yes. Price lists and discounts can be set per customer or per group, and quotes apply them automatically. Discounts beyond an agreed limit need approval, and the reason is recorded.

**We also need orders and stock. Is this the right product?**

If you need them now, CubeERP is probably the better starting point - it includes everything in CubeCRM plus sales orders, stock and purchasing. If you need them later, start with CubeCRM and upgrade when the time comes; it is the same data model, so nothing is migrated.

**Can our accounts team see the same customers?**

Yes. Customers sync with Xero, Sage or QuickBooks, and the credit position flows back. Finance can be given read access to the CRM without being given the ability to change deals.

## Related solutions

- **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software/nottinghamshire
- **CRM Software** - Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. https://cubecrm.co.uk/software/crm-software/nottinghamshire
- **Sales Pipeline Software** - Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck. https://cubecrm.co.uk/software/sales-pipeline-software/nottinghamshire
- **Client Management Software** - For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record. https://cubecrm.co.uk/software/client-management-software/nottinghamshire

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)
