Project Overview
Hadley Group, a UK manufacturer with ambitious growth plans, had made multiple attempts to implement a CRM platform — each stalling due to a lack of expertise and poor delivery from previous partners. With the project now business-critical, Hadley Group turned to Transparity to rescue the implementation and deliver a working solution.
Transparity designed and delivered a solution based on Microsoft Dynamics CRM, integrated with Hadley Group’s legacy Baan ERP system and ClickDimensions marketing platform. Within four months the system was live, giving teams across the business a single view of the sales pipeline, stronger cross-functional collaboration and the visibility needed to support continued growth.
The Challenge
Hadley Group had already attempted to implement CRM multiple times, but progress had stalled due to a lack of expertise and poor delivery from a previous consultancy partner.
The project had become business-critical, but without the right support, the team was left driving the process themselves, leading to frustration and lack of momentum.
“Our previous consultants didn’t have the expertise we needed, which meant we had to take control of the process ourselves. That wasn’t the level of support we expected.” — David Round, CRM Project Manager, Hadley Group
With this being the third attempt at implementing CRM, the stakes were high. The business needed a partner that could quickly understand the challenges, recover the project and deliver a working solution.
The Solution
Hadley Group engaged Transparity to rescue and deliver the CRM implementation, bringing structure, expertise and a clear plan to the project.
Transparity designed a solution based on Microsoft Dynamics CRM, integrating it with the organisation’s legacy Baan ERP system and ClickDimensions marketing platform.
From the outset, the focus was on delivering a practical, business-led solution rather than over-engineering the system. Transparity worked closely with Hadley Group to prioritise the most critical functionality and ensure the system aligned with real business needs.
The team quickly established confidence, demonstrating strong understanding of both the technology and the organisation’s complex environment.
Within four months, the system was fully implemented and ready for go-live, including an upgrade to the latest Dynamics platform.
The Outcome
The new CRM platform has transformed visibility and collaboration across the business.
Teams now share a single view of the sales pipeline, enabling better coordination, clearer accountability and improved prioritisation. Marketing, sales and manufacturing functions are more closely aligned, supporting more efficient operations and improved customer responsiveness.
Integration with marketing tools enables targeted campaigns and structured follow-up activity, helping to drive additional revenue opportunities.
Mobile access via tablets and smartphones allows sales teams to access and update information in real time, improving engagement with customers and prospects.
User adoption has been strong, supported by early involvement in design and testing, ensuring the system meets the needs of the people using it day to day.
Benefits
Improved pipeline visibility: A single, shared view of sales activity enables better tracking, prioritisation and performance management.
Stronger collaboration: Teams across the business can work more effectively with consistent, up-to-date information.
Increased user adoption: Early user involvement and a practical approach ensured strong engagement with the system.
Enhanced marketing capability: Targeted campaigns and follow-up processes support revenue growth.
Operational efficiency: Integrated systems and simplified processes reduce manual effort and improve responsiveness.
