CRM Software Dev for Cloud Computing Firm
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
A fast induction on the buyer’s organisation
I’m the commercial ruler at Computer Systems Integration Ltd (CSI). We’re a handled labor provider that helps businesses migrate from on-premise solutions to the cloud.
What challenge were you trying to address with Ballard Chalmers Ltd?
We wanted better reporting and visibility with our order base. The CRM we had was poor and unusable, so we asked them to educe some tools within Microsoft SharePoint to give biger visibility.
What particular tasks were Ballard Chalmers Ltd responsible for?
They granted manner CRM educement. The main point of educement was a bespoke approval method workflow built into SharePoint. Through this, our salesnation can send out offers to clients and directors can like them precedently they are sent out. They also built a repository to store contracts, jobs, and documents. We gave them a piece of paper with drawings and they converted it into specification documents.
Was there a dedicated team?
They had 2–3 nation and a project director.
How did you come to work with Ballard Chalmers Ltd?
One of our rulers knew someone who worked there. They produced what we were looking for in provisions of a offer and the cost was right. We determined to not ruin more time looking elsewhere and went with them.
What is the terminal result of working with Ballard Chalmers Ltd?
It began in October 2015 and ended in February 2016.
Are there any measureable or plum results?
Ballard Chalmers’ work was a big step advanced for the business. We were able to approach and handle far more information. That data was also approachible to a much biger number of nation than previously useful.
How did Ballard Chalmers Ltd accomplish from a project handlement standpoint?
They were big, I ponder project handlement was the best part of the project.
What is (from your point of view) the key factor to pay observation while intercourse with Ballard Chalmers Ltd?
I would say the condition of their nation and their willingness to help.
What aspects of their work would you like to get improved?
They could be more proactive. They never veritably came to us with any new projects or concepts since the completion of the project.
Do you have any advice for possible mannerers?
Make sure you’re occupied with the senior partners owing they seem to drive the business. I ponder that’s key.