User Review( votes)
Recently, a client came to us with the following challenge:
The client had developed an innovative product that fills a need in the marketplace. The good news is that the product has really caught on, and orders are pouring in. The bad news is that orders are pouring in, and their present software can’t keep up with the demand.
The client was looking for a simple, easy to use solution to manage their customer orders from conception through fulfillment to billing.
At P2 Automation, the challenge was right up our alley. Our technical understanding of business automation solutions, coupled with our practical expertise in small business operations, allows us to design business management solutions that meet our clients’ unique needs.
The P2 Automation team quickly identified the client’s need. They had a great product and they were willing to consider an alternative to their present system of marketing and delivery. All they needed now was an efficient method for automating their processes from initial order all the way through to billing and payments received. They needed the right tool.
We approached the project logistically by consulting with the client’s teams: Sales, Fulfillment, and Accounting. We observed how they had been processing orders and identified pain points and inefficiencies at each step of their process.
We found out that the out-of-the-box software solution they were using was the source of their slowdowns and bottlenecks. The software was far more complicated than it needed to be, and the time spent trying to figure it out and make all the components co-operate was causing frustration and delays. They wasted time with duplicate data entry during various stages and had a hard time seeing a 360-degree real-time picture of each order.
In this case we equipped the Sales team with an easy way to start the process with basic company and contact management tools, a simple tool for tracking activities and emails, and an Order Management Software module.
Once the Sales team has entered the order, the information generates a packing slip that goes directly to the Fulfillment department, so they know exactly what they need to get orders out quickly and efficiently. Then the information goes to the Accounting department where an invoice is generated. The whole process is simple, accurate, and efficient.
When you get a task done quickly and easily, it’s because you have the right tools. The right tool made all the difference. Our client now easily keeps up with the demand for their product and they’re already dreaming up the next big thing.
So, if you’re working on a project and you think it’s harder than it needs to be, ask yourself if you have the right tools for the job. If the answer is no, now is the time to schedule a strategy session with P2 Automation.
We can help you evaluate Microsoft Dynamics 365 and P2xRM to see what is the best fit for you!
Schedule a Strategy Session with our experts at P2 Automation today.
By P2 Automation, www.p2automation.com