Lift Management System
We built a truly bespoke CRM system solution for the client which was completely adapted to their current workflow and...
Get In Touch Call me backAbout Project
Sheridan Lifts is a provider of lift installation and service operating in Manchester. The business was experiencing difficulty due to their reliance on old paper-based and proprietary software systems. These were inefficient and hence ineffective in communication across departments. They needed a custom solution in software that would improve interdepartmental communication, streamline operations, and bring about automation, thereby making the system highly efficient overall.
The main objective was to create a company document repository that could serve as a centralized platform for its information.
This solution should allow team members to work on projects from anywhere easily, promoting better communication and teamwork.
Our Solution:
We provided a custom system that offered a centralized hub from which continuing projects, service appointments, account information, and sales data could all be managed. The features of automation, like renewals and automated reminder e-mails for such pending tasks, furthered user efficiency by allowing them to focus on more important business activities.
As the engineers of Sheridan Lifts are often on the move, our system facilitates job-related information access and new assignment notifications to them, providing them with true mobile work capabilities. The web-based software assures secure and easy access from any location at any time, and hence, a dynamic and flexible daily workflow is supported.
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Features
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Appointments / Reminders
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Client Portal
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Database System
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Document Generation
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Job Management
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Support System
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Workflow management
Testimonials
We at BEB want to say a massive thank you for all the help and support you have provided with the design and implementation of our new bespoke CRM system. You listened and gained a full understanding of our business and delivered exactly what we requested and more on time and to budget. We now have the benefit of having all our client data in one place and our processes under control. You have given us full visibility of each client contract or job resulting in easier management and real time information which, as ...Read More
Bev of BEB Consultancy Ltd
bev@bebconsultancy.co.uk
01604 217365
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email@web-alliance.co.uk
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32 Thruxton Drive
Northampton
NN3 6ES,
United Kingdom
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0800 677 1786
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