Reducing Manual Intervention: Automating Business Processes with CRM
About
With a quarter century of industry expertise, our client is a leading provider of commercial-grade equipment. Offering a diverse array of products, including inflatables, tables, chairs, party tents and accessories, floor dryers, and closeout items. They pride themselves on a wide selection of inflatables and tents, such as bounce houses, water slides, pole tents, and frame tents in various sizes to accommodate any event.
Project Highlights
We integrated a comprehensive CRM solution with the client's existing website to automate their entire business process, from generating quotes to placing orders. By integrating 4 Magento websites with Odoo ERP and CRM system, we provided an omnichannel solution to manage daily operations such as orders, shipments, procurement, and accounting. In addition, we designed the CRM solution to improve customer relationships by streamlining transactions, capturing customer preferences, and addressing specific customer expectations. Overall, this implementation aimed to enhance the customer experience while reducing the reliance on manual intervention.
The Challenges
- Manage Inventory System:Implement a comprehensive system for effective daily order and inventory management with seamless accounting integration.
- Accounting Management:Client needed ERP with channel-specific accounting management.
- POS Management:POS order management issues with "ship later" and salesperson-specific order placement.
- Product Management:Order management of bundle products.
Tech Stack
jQuery
Odoo
PostgreSQL
SugarCRM
Odoo.sh
Azure DevOps
Result
Inventory Synchronization
Bundle and simple products were created in Odoo and Magento, respectively, and inventory tracking was managed in Odoo and synced with Magento for accuracy across both platforms.Revenue Insights
A system was developed to provide channel-wise accounting results, allowing informed business decisions to increase revenue.POS Order
POS orders management was consistent with regular orders from the website, facilitating the streamlined and unified management of all orders.Bundle Simplification
A solution was implemented to eliminate the need for managing complex bundle structures in Magento and marketplaces. Instead, Odoo managed component management in orders and shipments, simplifying the bundle management process.
