Rapidly Deployed, Custom App Supports AiN Group's Full Marketing Process

Company Profile

AiN is a private buying group, aligning nationwide dealers and manufacturers to provide unparalleled support and unmatched buying power. AiN brings together thousands of Integrators with their network of 300+ Dealers to ensure volume pricing and provide technical excellence and support for best-in-class solutions for their network members.

Client Testimonial

“My team has been with several partners over the years and Quandary stands out above the rest. They really understand our business and focus our Quickbase initiatives and applications truly on what we need.

Their technical abilities are outstanding and can accomplish any request we throw at them whether through Quickbase or utilizing integration tools. They are communicative, professional, and total experts.

As part of our team, they even help us manage and put on our annual conference. We couldn't do it without them. Thank you for everything you do for us Quandary!”

Nick Couture - Graphics Coordinator

Challenge

As an add-on service to their dealer network, this company offers custom marketing services. These services range from ID badges and door tags to interactive home tour videos and customized email campaigns that range in pricing based on a multitude of factors.

With no systematic communication to the accounting team, they were often at risk working on projects. They were also completing and delivering products that hadn't paid for by customers.

Additionally, they spent countless hours manually creating several iterations of quotes. Sometimes, employees lost track of email and phone communications surrounding each quote and project. Dealers also didn't have a defined or effective way to request services other than untracked phone calls and emails.

Solution

Being a long-time partner with this company, Quandary identified this growing problem for their team. Our process began with a quick deep dive into the marketing process, where we mapped out a custom application build.

Within 30 days the marketing team was using this new application.

The application is robust. It captures all of the nuances and one-off situations that vary by dealer. And it tracks the full marketing process from start to finish. Additionally, the dealer initiates a request from the company's website. This is added to Quickbase in real-time.

With the new app, the marketing team can quote the project directly within Quickbase based on standardized SKU pricing. From there, the platform sends the quote to the Dealer with the click of a button using Docusign.

Once the signed quote returns to Quickbase, the marketing team follows the templated tasks. And based on the type of project, they simply invoice and complete the job.

The system automatically communicates to the accounting department to send the invoices sent at the right time. It also provides inputs for accounting to notate when they receive payment. That way, the Marketing team can move forward to production.

Quickbase and Workato also track all the incoming and outgoing emails against each project, allowing team members insight into recent communication. And a comprehensive marketing dashboard shows all projects, pending items, and follow-ups queued at a glance for easy viewing.

With one dashboard, any team member or executive can see what projects need quotes, which are in flight, delivered, canceled, etc. In the weekly Marketing meetings, the team can add notes or updates to their projects directly from the team dashboard.

Results

This custom marketing application provides a streamlined marketing process that:

  • Supports dealers requesting marketing services and materials online
  • Tracks hundreds of inbound and outbound emails logged into Quickbase
  • Stores hundreds of digitally signed quotes
  • Support communication with the accounting team

It also provides templated project tasks based on job type:

  • Financial reporting
  • Linked within the company website
  • Integration with DocuSign

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