Building a relationship to move forward

Building a relationship to move forward

coding, CRM systems, online platforms, project planning

Building a relationship to move forward

Setting up a CRM system that was fit for purpose required thorough research and testing. The results delivered a robust system that successfully automated tasks and saved staff from hours of data entry.

The brief 

Cube Direct sources products from a large global network of suppliers. A robust solution was required to manage existing supplier data, alongside an efficient process to enter new details onto the system.

The solution

A CRM (Customer Relationship Management) system was thoroughly researched, tested and deployed.

  • Three separate Zoho applications have been integrated, automating much that was previously required to be entered by hand

  • Emails to suppliers are automatically scheduled, with an online platform that allows suppliers to register and update their details

  • A mixture of coding (PHP, jquery and Zoho’s proprietary language) was written to handle any bespoke aspects required

    To see the range and variety of products that the supplier has to offer you can visit the site by using the link shown below.

    https://cubedirect.co.uk/

    The impact

    The CRM has been a success, releasing office man-hours and ensuring supplier information is always up to date. Future development will include increased functionality for the issuing of quotes, automatic supplier selection and customer billing.

    Pic showing several Cube Direct website pages
    Working with a diverse range of suppliers from all over the world, we required a CRM that allows us to select exactly the suppliers we require to make our products. Using Zoho CRM as a basis, we worked with Dan and the team to produce an efficient solution that matched our requirements. Significant hurdles were encountered, but with custom development and the integration of other Zoho products, these were overcome, and we very much look forward to advancing the next stages of the CRM build.”
    Janet Johnson

    Head Account Handler, Cube Direct

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    Presenting a picture of the data

    Designing an effective visual solution to display complex background maths calculations led to scripting in three different programming languages. The result was a web application to be used as a tool in the battle against diabetes.

    The brief 

    A graphical solution was required to display data entered into an NHS funded online calculator for the Exeter University Living Systems Institute to show the probability of a child developing Type-1 diabetes later in life.

    The calculations were complex, and the real-time interplay between the maths, user interface, and the graphical elements presented a challenge.

    The solution

    A simple uncluttered layout was designed so as to support ease of use for all users.

    • Three different programming languages used to create the final interface
    • Real-time interaction with the background calculations
    • Standard data entry inputs to ensure user familiarity (ie sliders, radio buttons and check boxes) 
    • Simple use of colour and icons to support results output

    This important tool supports the latest ground-breaking data in Diabetes research.

    https://lf-d.shinyapps.io/t1d_predictor/

    The impact

    Whilst the appearance may be clean and uncluttered, the application has the opportunity to make a considerable impact on the battle against diabetes. Used as one of the tools available, an early warning predictor can allow individuals to make changes to avoid health issues later in life.

    Pic showing a close up of a computer screen with some results showing

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    Postdoctoral Research Fellow, Living Systems Institute

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