Project Planning Archives

Quotes with the click of a button

by addacomma | Apr 14, 2021

coding, online platforms, SEO, SEM, UI/UX

Quotes with the click of a button

User experience planning was critical to providing a forward-thinking company with an efficient, cutting edge online quoting system.

The brief

Aaduki is a market leader in providing insurance to photographers and videographers.

As a forward-looking company, our lead developer was asked to create the facility for customers to obtain online quotes. At the time, this was one of the first such systems of this type to be built!

The solution

An efficient multi-step process has been created to break up the information gathering process.

Thorough user experience planning and testing

Any entered information can be saved part-way supporting multiple visits

Behind the scenes, complex mathematical models calculate customer quotes from the data added

On acceptance of a quote, a user is filtered efficiently to payment

An automated scheduled email system then sends out renewal notices

The website has since undergone a facelift, with changes to the original web design. The simplicity of the online quoting system remains however, demonstrating the effectiveness of the original system put in place.

You can visit the Aaduki website by using the link shown below.

https://www.aaduki.com

The impact

The introduction of the system – coupled with a comprehensive SEO/SEM campaign – directly translated to a reduction in man-hours sending renewal notices and handling phone calls.

Pic showing a close up of the current Aaduki website

“Dan is a very proficient web developer. For well over a decade, he has provided Aaduki with first-class technical support. Always willing to find ways to solve problems and with a wide range of skills, has assisted in the expansion of our business. He helped us with the development of several quote and buy websites which increased our sales, as well as other web-based projects. I would not hesitate to recommend services from Dan and the team.”

Ray Colenutt

Client Director, Aaduki Multimedia Insurance

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Building a relationship to move forward

by addacomma | Apr 14, 2021

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