A home and building renovation company faced several operational challenges with its job portal. We assisted them in overcoming job management challenges, increasing sales, and improving financial transparency. This was achieved by implementing a customized CRM solution to address their specific needs.

Problem Statement

The company was facing the following issues:

• Inefficient job management due to the absence of essential functionalities within its operations.
• Without an admin panel, the company lacked a central hub to view the project pipeline.
• Tracking and managing job listings was difficult because of the absence of a sales module.
• The current system made it difficult to manage commission balances and track sales performance.
• The inability to generate detailed sales reports and audit reports restricts financial transparency.

Solution Delivered

To address these challenges, we provide the following solutions:

• We designed and customized commission, job, and sales modules and then integrated them into their existing infrastructure.
• Our solutions include the implementation of SugarCRM which was customized to align with the company’s requirements. This customization involved creating custom modules, fields, and workflows for data management.
• To extend the capabilities of SugarCRM and address functionalities not readily available within the platform, we utilized PHP for backend development.
• For front-end development, we use Bootstrap, HTML, and CSS to ensure a user-friendly interface.
• We also facilitated third-party integrations with QuickBooks, Web Connector, and Zapier to manage financial processes and synchronization between the CRM system and other business applications.

Results

The implementation of our solution provided several benefits to the company.

• With the integrated job module, they can easily manage job listings, tracking, and reporting. It provides a centralized platform to create, edit, and manage job listings.
• Introducing a sales module provided effective lead generation, opportunity tracking, and sales pipeline management. It also stores all client information and communication history within the CRM system.
• The customized commission management module simplified the process of tracking and managing commission balances and fueling sales momentum. This module provides accurate commission calculations which reduces errors and disputes.
• The integration of third-party tools like QuickBooks, Zapier, and Web Connector facilitated financial transactions, automated workflows, and improved connectivity across systems.

A Successful Job & Sales Optimization with SugarCRM

Overall, our solutions addressed the operational hurdles faced by the company. By integrating job, sales, and commission modules, we provide them with a unified system for managing jobs, finance, and sales operations. With a clear view of job progress, sales pipeline, and financial data, the company can achieve sustainable growth and operational excellence.