Accelerating Requirement Gathering for Faster Operations
Briskheat’s Custom CRM solution has allowed its engineers to speed up the quotation process for effortless requirement gathering. Instead of being stuck at various stages of the requirement journey, with a custom CRM, engineers find that workflow processes are already seamless integrated. Therefore, with faster and error-free quotation management built by Sunflower Lab’s team of experts, closing deals successfully was never easier!
Difficulty in Quotation Management & Accurate Costing
Manual quotation tracking is difficult when the quantum of orders increases as was the case with the reputed heating specialist Briskheat. With a manual system, there are inevitable errors, delays, and difficulties in managing inquiries. However, the digital solution to this would be through bespoke CRM.
Automating Quotation Tracking for Zero Delays
Once quotations are placed engineers need to be able to quickly find them or sort and filter them. With a custom CRM, they need not sift through various sheets with the niggling worry that data can be accidentally altered or isn’t up to date. Instead, all they have to do is search, find, and access the details they require.
Accurate Calculation of Material Costs
There can be fluctuations or updates in the costs of materials, and this can cause the final quote to differ from the proforma. Customers do not like to see extreme variations and therefore, accurate calculations from the onset could not only save time but also customer goodwill and needless back and forth.
The Problem & Solution
Manual quotation tracking is difficult when the quantum of orders increases as was the case with the reputed heating specialist Briskheat. With a manual system, there are inevitable errors, delays, and difficulties in managing inquiries. Our digital specialists built a bespoke CRM as a solution. Now with dynamic dashboards accessing, updating, tracking and viewing real-time information just needs a click!
Efficient Supply Chain Management with Dashboards
Easier collaboration between internal team and customer as engineers can easily track quotation status on dashboards so that customers have up to date real time information that is accurate. This helps build trust and foster loyalty.
Better Company to Customer Collaboration with ECR
Key information is displayed by the dashboard which indicates the status of each quotation and signals those that are completed. With a quick view, engineers will be up to date with the status of the deal for efficient workflow management.
Quotation Management Made Easy
Instead of sifting through data, all engineers now have to do is sort and filter based on their information at hand. Thus, they can easily retrieve details required with minimal fuss and 100% accuracy.
Efficient Organisation & Retrieval for Streamlined Process
Engineers can locate relevant information faster with easy sort and filter options. This enables better collaboration with clients as well as easy access to up to date and accurate data which builds further trust in clients.
Effective Collaboration & Streamlined Workflows
Allows for seamless integration with other workflow processes with an interactive and collaborative dashboard that other team members can easily access. This ensures greater productivity with a lower chance of errors during management.
Enhancing Productivity by Workflow Integration
With proper quotation tracking, there can be seamless integration with other workflow processes like the status of quotation, assigning of tasks, notes, and even follow-ups. This helps in minimizing errors while enhancing productivity.
