Restore Datashred – a CRM Case Study
Solution: Centralised Data Warehouse, Middleware, Contract Processing System (CPS), Maximizer CRM integrated with various back office systems, Introhive, Automations and Power BI
Within Datashred, the quote-to-contract set-up process had many manual and time consuming aspects to it. After breaking down each element, we came to the conclusion that we needed to streamline processes and integrate with both our CRM and Operational systems. We had an existing e-signature solution in place which was not cost effective, and wanted to bring this in house. Also, we needed a platform that could provide a seamless sale-to-account set up, applying our specific business rules and guiding both sales teams and customers through the journey without having to navigate to other systems. An additional requirement was to eliminate duplication in process and administration, caused by having to work around the original systems.
The Avrion Response
When the Datashred division was newly acquired by Restore, we migrated to our new owner’s CRM system with the help of Avrion. During this process, Avrion learned how the Datashred business operated, which helped significantly when discussing requirements for this new solution. We could have turned to an alternative supplier, but, with their comprehensive understanding of our sales cycle and our previous experience of working with them, we were confident they could assist us.
After just a few discussions, Avrion was able to put together a proposal that met all of our needs and more. They understood what we were trying to achieve and the hurdles that would have to be overcome, and provided a solution that exceeded our expectations.
Avrion has an exceptionally good understanding of how we operate as a business, and identified areas of the process that we could push further to create more automation. We found that working with the team became a collaborative experience where we could bounce ideas off of each other. If we came up with a way we envisioned something working, the Avrion team was able to push that idea to the next level, thus making the solution even better. Avrion handles change very well and, during the project when we did make some changes to the original scope, we were met with positivity and understanding and it was clear they had our business priorities in mind.
Avrion was always available when needed and, throughout the testing, pilot and roll out, they provided an abundance of support to ease the delivery.
Once the solution was rolled out we could see the improvements it made. The time it took for an account to be set up went from 5-7 minutes, to a click of a button. We also saw an improvement on rejections due to incorrect data. We were able to provide quotes to our customers faster and had a built in a customer signature portal that enabled us to cut costs on a third party e-signature system.
We have completed Phase 2 and are now working on Phase 3 development that will help take this platform to the next level.
Contact us for more information about how CRM can streamline and improve your sales processes, reduce margins for error and save you time and money:
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