Automation Associates - Auckland

Products used

Challenges addressed

• –Ineffective user interface that was separate from Outlook
• –Overly complex workflow for data entry
• –Need for mobile access to CRM data
• –Fixed dashboards and reports that required extensive cleaning

Key metrics

• ✓Higher recorded interaction rate achieved due to improved tracking
• ✓More accurate data extraction in less time compared to previous system

Products used

Challenges addressed

• –Sales team often on the road, making it difficult to gather client data and insights
• –Need for a better organizational view of customer engagement

Key metrics

• ✓Improved identification of higher-value client opportunities
• ✓Enhanced ability to capture client requirements in the field

Products used

Challenges addressed

• –Inability to capture time and materials in the field
• –Complex field service scenarios with multiple applications
• –Need for efficient data entry and reporting capabilities

Key metrics

• ✓85% of customer bookings were scheduled and accessible within the first week of go-live