Custom CRM Development Resulting in 1 Hour Saving per Sales Representative per Day

Customer

A leading manufacturer and distributor of heating and ventilation equipment to the construction industry

Challenge

The company has already invested in an off-the-shelf CRM system but it was expensive, complex, and slow so some members of the team had to abandon it and often relied heavily on the use of ordinary spreadsheets.

To ensure business growth, the company needed a new easy-to-use and fast custom-built CRM system which could track all sales starting from initial proposals to project completion. They needed a tailor-made CRM system that would be able to improve communication between the company’s employees by providing real-time updates and customized reporting for all contracts. They wanted better search options and easier navigation but speed and simplicity were their key requirements.

Solution

Quandary Custom Application Development team created a tailored CRM solution to suit the needs of the customer. The customized CRM system has all the necessary features to address the issues faced by the client. Users can take advantage of quick search (by section and by the whole database) to find information about companies, projects, contacts, and quote records. They can view the status of each project in a pipeline. All updates to the CRM system are recorded and are displayed in a timeline for every member of the staff. The system uses updated information to generate real-time sales reports.

Results

The new bespoke CRM developed by Quandary CG changed the way the business works for the better and the company was able to halve the time needed to add new clients or projects. All the company staff members use the new system and take advantage of improved team communication and real-time reporting. The system is scalable and new advanced features can be added to suit the working practices as the company grows. It can be easily developed into a back office system with a full set of features to help the company’s staff manage their everyday operations.

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