How Trimbio Increase Their Warehouse Accuracy with Unleashed 

Trimbio started with their own purpose-built inventory management software, which they outgrew as the business scaled. However, a day before their financial year ended, their software crashed, resulting in them having to find a more robust system to move the business forward.  

When looking for a new inventory management system, Trimbio tried a few different options. After testing other systems, none met all their software requirements; whereas Unleashed ticked every box.  

Since moving to Unleashed, Trimbio have seen big improvements to their order processing and warehousing, including increased efficiency and cost savings.  

“What I like about Unleashed is that it’s very easy to use and to understand. Once you’ve gone through the University side of things, you can understand how Unleashed works. If you have any problems, you can click on the help button, which I’ve never seen before on any other system that I’ve ever used, and that is invaluable.” – Mark Weisner, Logistics & Operations Manager.

Data Entry 

Before Unleashed, the Trimbio team were relying on manual data input across their entire business. The errors they were making led to complaints. Mark said: 

“Around 80% of the complaints that we had were mispicked products. Products were going to the wrong customers because it was manual data entry across the board.”  

Since moving to Unleashed, they have been able to increase their accuracy when recording and reporting stock. They are now able to download and export data straight from the dashboard.  

“Since moving to the Unleashed system, everything is now recorded, reportable, downloadable and exportable.” – Mark Weisner, Logistics & Operations Manager  

Batch Tracking 

Some of Trimbio’s products have batch numbers and expiry dates. Before Unleashed, they had no way to keep track when sending products out for delivery. Now with Batch Tracking, when a purchase order comes in, the Trimbio team can update the details with batch number and expiry dates. If a product does get recalled, they’re able to see which purchase order a recalled batch was assigned to and contact the customer quickly, saving them time by eliminating manual data searches. 

“We had a product recall from a supplier on a medical device. This meant that we had to trace wherever this product had been sold to customers and advise them not to use this product anymore. By using Unleashed, we ran a simple report, through Batch Tracking, to be able to identify every customer who had this product to contact them and fulfil the product recall.”– Simon Francis, Managing Director 

Warehouse Processing  

Unleashed has streamlined Trimbio’s warehouse processes. Historically, they were sending out 50 consignments per day. Now, they are sending out 60 to 66 consignments a day.  

With Unleashed, Trimbio haven’t needed to employ an additional person to accommodate the increase of consignments. They have one person who can handle incoming goods and the dispatch of products, while still having enough time to help with stock control or build assemblies.  

“In the last financial year, we have seen 16.6% growth in our sales and a gross margin of 18.8% growth, which is extremely good considering the current climate. I believe that a lot of this has come from the software, allowing us to have more time available to focus on what the business does and not how the business operates.” – Simon Francis, Managing Director. 

“We have also noticed that there has been a big uplift in available time for staff because we’re not spending time on onboarding, implementing, due diligence on new software & focusing on what our business does best, which is servicing our customers.” – Simon Francis, Managing Director. 

“For the past 6 months, by using the software, I have found that I have a lot more time to myself. I’m not spending my time fixing or digging into problems with software, the business runs much smoother and that has allowed me to reduce my working days to 4 days a week from 5, which is lovely.” – Simon Francis, Managing Director.

After using Unleashed for 6 months, Trimbio identified the need for a CRM. They chose Prospect CRM, not only because of the integration with Unleashed, but also because of the customisable options to match Trimbio’s needs, including adding their own fields and building pipelines for different areas of their business.  

“Moving away from our old system and into Unleashed which is integrated with Prospect CRM, we can produce reports and quickly extract the exact data that is needed. This proved itself when we had to check the data held on several products that were recalled by the supplier. The ease of extracting this data on the recalled product by batch number and seeing exactly who purchased it, then to contact our customers was efficiently executed. The beauty of the software is that I can run and combine reports to make sure that we’re ordering the right stock at the right time. There’s been more than a 100% increase in what we’re purchasing and dispatching month on month, but we haven’t had to employ any new resource to cover that because everything is efficiently handled by Unleashed and Prospect.”  - Mark Weisner, Logistics & Operations Manager.

To read more about how Prospect CRM and Unleashed work together, read Trimbio’s Prospect CRM customer story here.