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

    Related projects

    Pic showing the University of Exeter app login screen on a laptop

    University of Exeter Medical School

    Careful planning and coding were required to provide an online platform for GPs to match patient data and samples.

    Pic showing various digital devices all displaying the Aaduki website next to a camera and lenses

    Aaduki Insurance

    Developing an efficient online quotation system helped to streamline the sign up process and boost customers.

    NHS Diabetes Calculator

    Complex scripting was required to produce an online tool to be used in the battle against childhood Diabetes.

    Pic showing Accessibility Services webpage montage

    Accessibility Services

    Data analysis and email marketing help a business correctly identify customers and achieve to profitability.