CRUDS implemented a customer relationship management system for complete digital transformation of the fastest growing heat treatment, thermal treatment and heat equipment manufacturer company in Oklahoma, US.
The company was using a legacy system with inadequate process for onboarding, job creation and billing. The system lacked the capability to assign jobs to third party vendors due to account for limited bandwidth.
CRUDS delivered a complete end-to-end solution using Salesforce CRM Platform Sales Cloud for lead management, bid management, quote creation, job assignment, inventory to timesheets and invoicing. Facilitation of agile onboarding of new leads and vendors for third-party assignments with automated workflow for notifications.
Digital Platform
Employee improved efficiency
Growth in deals
Customer Satisfaction
