The supplier was using desktop software to manage its sales and sample processes. However, they managed many processes like Invoices and Reports outside of the system because of missing functionality or difficult processes. Also, the 8-year-old system had no CRM capability and was time-consuming.
Our team performed an on-premise assessment of their workflows and identified key functional weaknesses like a lack of intuitive user interface, redundant data entry, and missing functionalities. Based on the evaluation, we recommended a system that’s cost-effective, easy to adapt, and best suits the requirements of their business.
The supplier went with the recommendations and saw significant improvement in productivity, efficiencies, and decision-making within 3 months after implementation.