Workflow Management

Business Issue

FLEETsense are currently using Salesforce as their CRM system but they wanted a more bespoke solution that better follows their workflow and which would be simpler to use.

Solution

Business Equip have developed a Bespoke CRM solution called ‘CRM Engine’, which can be customised to match the workflow it is supporting. It is built on a WordPress platform which allows it to be accessed via any web browser on either desktop or mobile devices. The System is hosted on WP-Engine, and this includes daily backups of the whole system and database each night.

Result

The initial migration of the SalesForce data to CRM Engine was a complete success and was delivered on time and within budget. This meant that the users were active on CRM Engine from day 1 and because CRM Engine was so easy to use, The training scheduled to run over a week was cut to hours.
hours.