Using BUSINESS, the company was able to transition their sales, project management, services management, recruiting, and accounting in a single system. They added their sales team to BUSINESS, moving all quotes and orders within the system and began managing client approvals through the Customer Portal. With this change, they could have a fully executed copy of each order, with all terms and conditions stored inside it.
By implementing quote and sales order templates, they drastically improved their quoting and final order processes. With simple approval from the client, the appropriate personnel could be notified of an acceptance and could begin planning a project. While this process formerly took days to clearly communicate between parties, it is now done instantly in BUSINESS. Our system easily adapted to their process and unique division needs.