Delta Data Services LLC

Set Up New CRM and Order Processing Application Project

Problem



Our Client was using a competitor's CRM and invoicing-order processing system that fell short of their expectations. The integrity of their data had degraded, and they wanted a new, simpler way to manage and track it.
They also needed a more intuitive system that could automate the workflows that they found problematic. 


Approach

We recommended a complete overhaul of their accounting and invoicing systems. 
We analyzed their accounts and worked with them to streamline, and purge their data. We set up a CRM and Order Processing design where everything works seamlessly.

Solution  

We first collected the requirements the client needed in a CRM and Order Processing application. Next, we set up a milestone-based schedule to execute the plan.


After scrubbing the .csv file exports, we migrated our client's data from their old CRM to the new CRM. The client's data also contained numerous notes which had to be parsed through for a clean export. 


We developed a customized Order Processing database application that synced to their CRM. The customer used the Order Processing application to track their inventory and sales by their franchises.


We created training documentation on the CRM and trained the customer’s staff on how to use and administer it.

Tools

Zoho CRM, Creator, Reports, Motivator.

Testimonial