Forum Energy Technologies - PROSPER
Forum Energy Technologies are a global oilfield products company
that service many sectors in the oil and gas industry, including
subsea, drilling and production.
Each business unit in Forum Energy Technologies (Forum)
subsea division used to have their own way of tracking quotes,
including using spreadsheets. Over the course of a year hundreds to
thousands of quotes were generated per business unit, and this
became steadily more difficult to manage in spreadsheets. Coupled
with the variations of quotes per business unit and the challenge
of monitoring and reporting across all businesses, Forum decided
they required a more robust and centralised system.
Having engaged with Codify, a solution was established that
would meet their needs on a global scale. The new application,
Prosper, is a web-based application which allows users to manage
opportunities from a prospect through to an order.
The other modules within the application provide management for
companies and contacts. Several pre-canned reports have also been
added to further streamline and standardise the process.
The home page acts as a "to do" list for users, outlining
incomplete actions such as preparing a quote for an opportunity,
and unread news items.
Prosper has been in use for a number of years and is deemed an
essential tool by the majority of Forum's subsea division for
Mike Scott, Subsea Commercial Manager, comments: "Prosper is
easy to use and navigate compared to other CRM systems. It has
simple search and filter functions and it is easy to output the
data to spreadsheets for additional analysis."