Business workflow and API Integrations

We were approached by a company who had grown so rapidly they were not unable to track their orders efficiently, bill properly, or manage their infasructure. See how we helped below.

A cloud solution which manages a companies sales funnel, quotes, documents, signatures, provisioning, billing and system monitoring all from one place.

The Issue

  • The company had grown from 4 members of staff to over 50 in 4 years.
  • Although they were utilising a CRM, the system didn't do everything they needed
  • Quoting, acceptance, provisioning and billing were all seperate manual processes
  • Some items were missed off the bill. Some quotes didn't get provisioned. Some quotes simply got lost!

The Solution

  • A custom solution built to let the staff manage leads, accounts, companies, assets and products from one place.
  • The system hooked in to the API's of multiple thrid parties such as Zoho for their CRM, Xero for their billing, PRTG, Unify Controller and others
  • Provided one dashboard for managing workflows and provsioning.
  • Used existing functionality so their systems would still work without out solution, but with more automation and oversight.
  • Provided aging-balance reports and outstanding tasks for items that needed looking at or completing
  • Provided reports to give assurance that all orders were being paid, all deals were being provisioned and all provisioned assets were been billed for