Monday, May 6, 2013

Recent SageCRM project: workflow automates complex sales process

Chortek recently helped a client create a workflow in their SageCRM system to automate and manage a complicated sales and customer service process. 

The client gave us a handwritten sketch on a piece of paper that outlined their process for handling a custom fabricated part:
  1. Ordering a sample from a fabricator
  2. Quality checking the sample against the customer's specifications
  3. Returning it to the vendor or shipping it to the customer based on the pass/fail
  4. Once the customer approves the sample, ordering the production parts from the vendor and ultimately shipping the parts to the customer.
Working interactively with our client, we built a workflow in SageCRM that guides their employees through the process, notifies the relevent team members when appropriate, and gives everyone visability of 'where things stand' at any point in time, ensuring that nothing falls through the cracks.

Contact us today to discuss how we can help you automate your business processes!

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