Lift Management 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
Sheridan Lifts is a lift installation and service company based in Manchester. They were using a combination of paper-based and proprietary software systems, both of which had become outdated and difficult to use.
They needed a bespoke software solution to allow for better communication and streamlining between departments, as well as to add automation and efficiency improvements to the workflow.
The aim of the system was to create a central location for the company's documents and information, allowing for users to work on the same projects from anywhere at any time, resulting in a more efficient communication & collaboration platform for the client.
Our Solution:
We provided a truly bespoke system, allowing for a central location to manage ongoing projects, service visits, account information, and sales data. Integration of automation features such as contract renewal and automated reminder emails to follow up on pending tasks increased the efficiency of the system users, allowing them to focus on higher-priority tasks within the business.
Engineers working with the company are frequently on the move, and they can the system they can use the system to access information for upcoming jobs as well as be notified when a new task is assigned to them, allowing for true work on the go.
The system is easily and securely accessible from anywhere at any time thanks to web-based software hosting, allowing for a highly adaptable daily workflow.
Features
Appointments / Reminders
Client Portal
Database System
Document Generation
Job Management
Support System
Workflow management
Testimonials
I had thought my business was too small to warrant a CRM system from Web Alliance. How wrong could I be? In fact, I would argue that, operating without a CRM system was one reason for it staying small. What first struck me about Ashish Kumar was his knowledge of what makes a small business tick. He asked all the right questions - getting under the skin of how I operate, what customer data I need and how best to utilise that data. And for those of you who think that a bespoke CRM system is expensive - nonsense. My ...Read More
Stephen Church
Stephen@CopywriterPro.co.uk
01604 378495
email@web-alliance.co.uk
32 Thruxton Drive
Northampton
NN3 6ES,
United Kingdom
0800 677 1786