Our client had been using a mixture of Excel, Outlook, and ERP systems to keep track of customer interactions, lead flow, and sales engagements.The data collected was in multiple data islands and none of the systems talked to each other. As a result, multiple people were required to enter the same data into different systems. Collected data wasn’t clean.As a result, the sales team had a hard time keeping track of archival customer interactions. We suggested building a custom web application for specific needs of this organization.
The new interface is accessible even from remote locations via the web. Data is now entered by the sales team and not multiple people from multiple platforms. As a result data accuracy has improved by 90%. Management is now able to see client contacts, client quoting, and sales closing activity through real time reporting. Archival account interaction data has been logged and is now available to all sales team members instantly.