Engineering CRM Software System

EIS, a manufacturer and supplier of heating control components, recorded its orders, leads, and sales using spreadsheets, but the whole system did not integrate into the Sage Accounting package used by the company. 

This led to quite a lot of duplicated data and many data inconsistency problems. 

ESI realized the need for an automated system that could manage the prospects, clients, and orders and interface with the company's Sage Accounting package. 

It should support multi-currency operations, update price lists accurately, manage products, and calculate mileage for Area Sales Managers. For security and control, it should also provide restricted access to Area Sales Managers.

Designed ESI a custom application working in harmony with all operations presently in place, speeding and making the process way much more efficient. 

Through that, it tracks its actions and automatically sends in e-mail appointments to Outlook while reducing manual effort into ensuring proper communication.

A key feature of the system is that it integrates with Sage Accounting Software and retrieves automatic, most updated price lists and customer information, which would exclude discrepancies in the two systems.

The system provides valuable KPIs for Area Sales Managers and sales executives. 

Every sales representative has an individualized dashboard to maintain their clients and activities properly. The administrators can maintain the operation, getting knowledge about the activities and performance of the sales team to increase transparency and accountability.