Our client was using three separate systems to manage their business, an application (Cashbook complete) to create quotes, a calendar/memo system to create reminders to follow up on quotes and MS Project to do the production planning.
Next to that, this client was using different other systems to control the actual production process and invoicing.
The main problem they faced was that there was no link between any of these systems.
By using our Order workflow CRM system we have offered our client to combine all those different system, having a single entry point to manage each job efficiently.
Quotes can be created for clients with a reminder set to follow up, and once it is a confirmed job it can be planned along all other jobs that already have been planned, giving our client better control of their workflow.
Happy client, with happy customers.
