Engineering CRM Software System
We built a truly bespoke CRM system solution for the client which was completely adapted to their current workflow and...
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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.
Our Solution:
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.
Features
Appointments / Reminders
Database System
Document Generation
Enquiry / Quote
Job Management
Signature
Workflow management
Testimonials
To whom it may concern. Around September last year we decided to look at installing a CRM system. We invited Web Alliance to quote us for something that would suit us. Ashish and Iram came to see us and after looking at the antiquated Excel system we were using for about 20 minutes and listening to us babbling on about what we wanted they assured us they knew exactly what we were looking for (surprised because we did not even know), and that they could deliver it in 16 weeks. About 3 weeks later we had the bare ...Read More
Hugh Sterling KHS plastics ltd
hugh@khsplastics.co.uk
01604 812 799
email@web-alliance.co.uk
32 Thruxton Drive
Northampton
NN3 6ES,
United Kingdom
0800 677 1786