Developed a public web application that gets order data from an ERP system and provides access to order information online. Customers can check status, export data, print certifications and expedite orders. Benefit: Significantly cut down on customer service calls.
Developed software to track customers and policies for a small insurance agency. The system tracked renewals, automated document generation and integrated with Quickbooks. Benefit: Complete "run the business" software that automated complex renewals and accounting processes.
We have written several small, complete ERP system for small niche manufacturing companies. An ERP system tracks customers, contacts, sales orders, and inventory...typically combined with some proprietary data. Some advanced systems incorporate purchasing accounting systems integrations and other features. Benefit: Smaller manufacturers often cannot afford a $100k ERP implementation or the "off the shelf" packages do not serve their needs. We have been able to provide something on a smaller scale that meets specific, unusual needs and still allows for long term growth at an affordable cost.
We have developed several CRM systems designed to enhance customer relationship management. CRM systems generally track customer interactions and incorporate product or service details. One of our systems focuses on automating and tracking marketing activities along with proprietary client data, while another provides tailored reports and metrics to help clients concentrate on their key accounts.
Benefits: Our CRM solutions are crafted to present critical information clearly and promptly, allowing Sales Reps to assess client relationships and recommend complementary products in real time, without the need for extensive information retrieval. This ensures that the right information is available at the right time, facilitating more effective and responsive sales interactions.
We assisted an architectural firm with developing a software system to track customers, sales and architectural plans. The plan database was particularly complex because of the significant number of options available. The Sales Order process was a second challenge. We designed an interface that waked the Sales Reps though the complex sales workflow step-by-step. This software system had a significant number of analytical reports to help the owners keep close track of market trends.
We have a diverse portfolio of projects beyond those showcased here. Contact us to discuss your specific needs, and we can share relevant examples from our extensive experience that align with your project requirements.
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