Engineering CRM Software System
We built a truly bespoke CRM system solution for the client which was completely adapted to their current workflow and...
Get In Touch Call me backAbout Project
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.
Our Solution:
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.

Features

Appointments / Reminders

Database System

Document Generation

Enquiry / Quote

Job Management


Signature

Workflow management
Testimonials
I would have no hesitation in recommending Web Alliance to anyone looking for web developers or software development. The team is vastly knowledgeable, easy to deal with and produces work on time and to the budget. We have developed the first stage of dod-dle, a cloud accounting programme, in collaboration with Web Alliance and their input has been invaluable in bringing the product to market. We are continuing to work with Web Alliance on the next phases of dod-dle and hope to continue to do so for many years to ...Read More
Karen Lowen
karen@dod-dle.co.uk
01684 438 338

email@web-alliance.co.uk

32 Thruxton Drive
Northampton
NN3 6ES,
United Kingdom

0800 677 1786










