Custom CRM Efficiency and Process Improvement

Client

Authorized Integrators Network is a distribution company operating in the smart homes electronics market in the US

Challenge

Holding an enormous amount of historical sales data, the Customer wanted to improve the structure and usability of the system. Going forward, they wanted to simplify the database use by their staff.

Being a future-oriented company, they were looking for a supplier who could rebuild their system ensuring perfect flexibility and implementation of control mechanisms. The Customer was looking for a modern solution allowing easy reporting functionality. Moreover, they were looking for a way to minimize the number of emails sent and a way to integrate the internal communication flow into the system.

The Customer was open to suggestions on the best technology to use for the project. They were looking for a supplier to manage the analysis, development and maintenance of their new system.

Solution

During the course of the project, the Customer was interacting a lot with Quandary Custom Business Applications and Process Improvement teams.

Process Improvement team mapped the previous sales transaction flow and found gaps related to contract commission rates management. Investigating this task thoroughly, they saw an opportunity to improve the outreach process for contractors that don’t meet their full potential.

The application development engineers took over to implement the Quick Base database enriched by custom scripts. This bespoke solution can process sales transactions with speed and reliability. All the historical sales data is now available in handy customizable reports format.

Results

The new system can provide reports on the current state of the client, contracted commissions and previous transactions in a couple of clicks. This allows the sales representatives of the Customer to be better prepared for negotiations and close deals more effectively. The overall annual efficiency is reaching $100K.