Case Studies

Customer Relationship Management System
Client Introduction

A UK based a leading windows door manufacturing company. One of the largest and most respected firms in the United Kingdom.

Project Overview

This company approached Fusion to develop a Customer Relationship Management System that would automate their current manual marketing, HR
billing process. The system was required to seamlessly and transparently integrate with the existing application and maintain a consistent and familiar interface to minimise staff re-training.

Solution:

In close collaboration with client’s staff, Fusion developed a system that automated the business process, at the same time adding new functionality giving staff much greater control over all aspects of client interaction. To minimise overall cost and complexity of implementation, elements of the existing system, as well as data migration of clients software was utilised.

Facilities benefits:
Advance Inquiry Logging Facilities to make easy flow to marketing personnel to follow-ups.
Advance Order Processing facility to make delivery of product in time and control on finance accounting.
Management can have decision on material planning and purchasing.
Advanced reporting facilities allowing staff to automatically produce billing reports for each client.
The generation of an improved filing system where all clients have a unique location within the system.
Facility to attached documents, certificate printing and keep track of all records.
The generation of master text files for simpler administration and error checking.
Human Resource management to track employee interview, history, training schedule, and other information.
Make easy planning for staff leave and resource planning for same.
Customer Discount facility and control on accounting.

The implementation of the CRM resulted in a much more efficient and accurate client order process. The automation also meant a reduction in human interaction, therefore reducing the likelihood of errors in the system.

Technical Highlights
 Development Environment: Microsoft .Net Framework 1.0
 Database Servers: MS SQL 2000
 OS: Microsoft IE 5.5 or higher
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