The client’s business has been operating over 10 years with many office locations. His business process relied on excel spreadsheets to store client information. Client documents are stored in email, local computer and cloud storage.
The first challenge is shorten closing time. It takes hours to calculate pricing, prepare a proposal then sends the client to print and sign the the proposal.
The second challenge is synchronizing data across the organization. Customer data is very fragmented and caused a lot of trouble to access client information.
The third challenge is tracking employees’ work. The client needs a way to simply show what each department is working on and understand what is happening in his business at all times.
We automated customer pricing and client proposal. The sales team only needs to click a few buttons and all documents needed to close a deal are generated. After the sale is closed, our intergration with Xero accounting will send the invoice to Xero.
Finally, each department inside the company is organized into different sections in the CRM, such as sales, accounting, office admin and manager. Each have their own page to work. Progress and projects can be tracked and a report can be downloaded for the manger to review.
Before using our platform, the company recorded all customer information is spreadsheet and much work is done manually. Now, the company’s data is all in one place and work is reduced from hours to 30 seconds,