Reducing Manual Intervention: Automating Business Processes with CRM

Reducing Manual Intervention: Automating Business Processes with CRM

Tech Stack

  • Azure DevOps
  • jQuery
  • Odoo
  • Odoo.sh
  • PostgreSQL
  • SugarCRM

About Client

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.

About Product

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.
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The Challenges

before-ring
Manage Inventory System:

Implement a comprehensive system for effective daily order and inventory management with seamless accounting integration.

Manage Inventory System:
Client struggled managing bundle product inventory in Magento and Marketplace. A real-time tracking and monitoring system is essential for daily order fulfillment and inventory management. Implement software to track inventory, manage orders and integrate with accounting.

Solution

The Challenges

Manage Inventory System:
Implement a comprehensive system for effective daily order and inventory management with seamless accounting integration.

Client struggled managing bundle product inventory in Magento and Marketplace. A real-time tracking and monitoring system is essential for daily order fulfillment and inventory management. Implement software to track inventory, manage orders and integrate with accounting.

Manage Inventory System:

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.

Product Screens

Client Testimonials

Patricia Walters
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They help us coordinate the right skill sets, teams, and activities in order to get the job done. They transferred our platform assets, such as our servers, workstations, and databases, into their managed cloud services environment.
Patricia Walters
Founder and CEO - Creative LLC
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224 Reviews

They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.

Mike Luhtanen
Founder, Creative LLC
5
4 years ago