Sahara Pure Eatables Corp. Ltd. reach out to their customers. They were facing challenges in managing all leads and customers data.
They wanted to automate their:
- Leads and Customers Data Management
- Daily Delivery Management
- Delivery Team Communication
- Easy to deploy, customize, use, and scale as company expand their operations to others cities
- Customer data management
- SMS and Emails integration
- Daily, weekly and monthly sales order management
- Automate invoice creation from sales order
- Proper custom reporting on daily, weekly and monthly basis
- Strong dashboard functionality to continuously monitor growth
- Security of all data
The Solution: Customer to Payment Automation with Vtiger CRM
Easily Deployment and Quick Installation
We automated their B2C and B2B process very easily in a very short time period.
SMS and Email integration
SMS integration and automatic reminders to manage all followups.
Automation of every module
Leads from organisations, customers, Sales order, Invoices module automation and after detailed study of their requirement and process, we quickly roll out complex functionalities like sales process automation, reporting, and customer support.
Synchronize Delivery team with Customer Communication
Delivery team gets the detail about the delivery very early.
Accounts Team synchronization
We automated invoice process daily so that accounts team can easily manage all invoice data. Dashboards and charts provide them visibility into each team performance at a glance, improving the speed, relevance and efficiency.
Automate SMS, Email Workflow and Reporting
With the help of workflow we automated their repetitive task so that dependency on reminders is negligible and custom reporting to manage performance of any individuals on daily, weekly and monthly basis.