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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    A simplified process to matching results

    Careful planning and coding experience of web applications were required to provide a robust online platform that ensured a smooth process for GPs to match patient data to their separately sent samples at the lab.

    The brief 

    Members of our team were briefed to build an online platform for the University of Exeter Medical School that allows GPs to submit patients’ blood results to an online database for laboratory analysis.

    As you’d expect for confidential information, security of patient data and robustness of system was paramount.

    The solution

    A simple step process was introduced to ensure efficiency and ease of compliance. The steps were logical and reduced the possibility of errors in the matching of any details and samples.

    • Patient information is logged onto the platform by a GP

    • The data is then anonymised, with a unique barcode generated

    • Code printed off and stuck to the blood sample container

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    The platform is live and is proving an efficient pipeline for those requiring the lab services. On going evaluation of the process and system has helped to keep the system fit for purpose.

    Due to the sensitive nature of the data being handled, visuals and access to this project are limited.

    https://www.exet1d.com/

    The impact

    Extending far beyond this project, the research and development time invested in this platform has meant that the team have been able to develop a solution that can easily be incorporated into future university medical projects and applications.

    Pic showing the close up of a computer screen showing the Exeter login screen

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