Engineering CRM Software System

ESI is a Manufacturer and Distributor of Heating Control Components. They were using Spreadsheets to manage their orders, leads and sales. 

Their manual system was not communicating with Sage Accounting package, so they were duplicating various data elements and that was creating the huge issues with data consistency. 

At last they decided to build a bespoke solution which will manage their prospects, clients, orders and can talk to sage accounting system. The system need allow for them to accurately update their price lists, multi-currency feature and manage their products, and also allow for calculation of the mileage taken by their Area Sales Managers.

The system needs to be used by the Area sales managers as well with the restrictive access. 

We developed completely bespoke system for ESI which adapted to their existing workflow and streamline the process and improve efficiency. The system supposed to keep track of their activities, which would automatically send out Outlook appointments to their clients.

Another main aspect of the system is its ability to integrate with the Sage Accounting Software, allowing it to pull the latest price lists and customer information straight from sage and avoid any issues between the two systems.
 
The system also provides a valuable Key Performance Indicators (KPIs) for Area Sales Managers and sales executives. 

All sales guys have their own dashboard and they can login to manage their own clients and activities and admin on the other hand know what is being done and where and by whom.