End-to-End Job Management System

End-to-End Job Management System

One of the most reliable Insulation company in Melbourne.

About End-to-End Job Management System

Our client if one of the most reliable Insulation company in Melbourne. They have contractors of which they need to manage and assign different jobs to various locations.

They wanted to

Land all their web enquiries into the CRM directly and to train their staff members of the usage of CRM.


Skills & Technologies

  • ZOHO CRM subscription setup.
  • Group and personal interviews for business requirements
  • Gathering and process mapping
  • Module customization and user training

Challenges faced

One of the biggest challenges is having multiple sites, maintaining data of clients and jobs on each site, unavailability of retrieving data from only one source, having to run your business onsite when most of your jobs are in the field.

The common practice of job update – manual update as we call it – is to notify the Admin of job progress, status, job details and etc., verifying sign-offs aren’t automated as well, contractors had to bring in a bunch of paperwork after every job. We all know how taxing it is to keep on chasing for a status update right? More so having to answers multiple phone calls while we are at work just to be asked for job progress.

This limits the company to have a quick turnaround time, most especially when it involves having to provide a quick invoice, quote or report.


Conclusion & Achievements

We created an end-to-end Job Management System using Zoho CRM and Zoho Creator App. Creating a Job Management System wherein users can easily manage data, visibility over job details, job assignee, job progress and invoice creation. There is no longer a need to spend hours on the phone trying to reach a contractor to see if the work is already in progress as they can easily update it anytime and anywhere and once they do, the Admin can have the same details updated to their CRM portal as well.

The automated field is a huge help to the contractors as this helps them view the full job details of their current job, input product details, accurately quoting and invoicing on the spot. Admin can now create and generate invoices quickly. Unlike the manual creation before, this saves them a whole lot of time as well as lessen/ eliminate manual errors. We created modules as well as integrated Admin section of job portal. Contacts, bills and invoices will be pushed to Xero on certain triggers.

As business owners, we are always on the lookout to expand our businesses, but we can only do so if we take a look at our current business requirements and improve what we currently have first. We can build and expand our business, but without a strong foundation, it will all go to waste.


Keeping Up the Competition with Salesforce

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Salesforce is widely recognized for the CRM system, it has over 100,000 companies using its services. They are known for their innovative system of which provides new features and capabilities with continual updates.

Salesforce CRM platform is very customizable and is the centre of a large ecosystem of business apps. It is a cloud computing company, which offers a variety of services (SaaS) and products (PaaS). Salesforce started as Software as a Service (SAAS) CRM company. Salesforce now provides various software solutions and a platform for users and developers to develop and distribute custom software.

The company is best known for its Salesforce customer relationship management (CRM) product, which is composed of Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, App Cloud, Health Cloud, Financial Services Cloud, Force.com, and Chatter.


Salesforce and App plug-ins can:

  • Be the customer data depository for leads that are generated and nurtured by marketing automation platforms such as Marketo or Eloqua or Hubspot
  • Store the lead and nurturing data and allow other easily integrated apps that help these leads become opportunities and score them to decide when the time is right for a salesperson to call
  • Improve and assist the selling process with automated triggers and even sales automation management plug-ins that help assist and motivate them through this process (Salesloft, Level 11, etc.)
  • Be the basis for post-sales support which can be a project or touches or reactive problem resolution (Asana or Samepage or ZenDesk, etc.)
  • Drive ongoing relationship-strengthening activities like newsletters, webinars, roadshows, etc.
  • Most critically, power a dashboard based on the data accrued in these activities to measure success and forecast future results

A CRM system allows you to track the entire customer funnel. In today’s’ world, it can be extended to be an ERP system, drive billing, or whatever your particular business needs to run your operation from the customers’ perspective. Every business has it’s own unique customer journey and Salesforce can be the platform for all of it from awareness through various activities and milestones.

Here are some of Salesforce popular features:

  1. Sales forecasting
  2. Collaboration contact management
  3. Reporting

They claim that the application of its CRM systems can increase revenue by 30% as well as it can also increase sales productivity, pipeline, win rate, and forecasting accuracy. Now indeed sounds promising, no wonder a lot of businesses are opting for Salesforce.

Salesforce is not only for business giants, but it is also very beneficial and a good fit for small businesses as well. Small businesses can even pair it with accounting software – efficient at its best.

To ensure you get the most of Salesforce, book a consultation with a Salesforce CRM expert of which can show you just how you can customize the CRM according to your business needs.

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