Converting an Online System for Better Sales and Customer Management

Jan. 31, 2011 - PRLog -- Does your company need a dependable and customized solution for connecting customers to products? Do your offers vary depending on where the product is used or being sold? Can you also customize the various stages of an online sales process to meet your existing business model?

You are part of a team made up of the sales director, chief operations manager and finance manager. Each of you want to gather the information needed to serve your customer. Your sales manager wants to respond with a quote, track the request and transfer payment information (securely) between your customer and your company's existing systems. Your finance officer wants to ensure that each customer meets a minimum credit level to participate. Your operations manager wants the data to be grouped by vendor and queued up in purchase orders every two weeks.

Your company is established and successfully functioning with industry-specific software and skilled staff. How can you add the bi-directional management of sales through a website with a large number of customers? How can you improve the reliability and continuity of each transaction?

In this case study, we will look at how Foote Francis worked with Rent-Tech to streamline their online school computer sales system. The online system relied on Joomla CMS (Content Management System) and F2 PlatFForm modules to support Rent-Tech's unique and successful business process.

This is a case study for a company that needs to manage customers, multiple products and services being delivered to multiple locations. In this study we review how F2 CRM, Foote Francis' Customer Resource Management module for websites has added online functionality to Rent-Tech's strong, existing business.

Rent-Tech (Australia) Pty Ltd provides financing to parents, schools and universities around Australia. Their packages include options for renting and purchasing a variety of computers. Their typical sale is to a parent with children at multiple schools. The parent has the option to finance or buy computers from pre-negotiated computer packages for each school.

Rent-Tech merged their business expertise with Foote Francis' online knowledge.

Procedures that used to take staff hours or days to complete have been streamlined to actions that often take less than an hour to process. By customizing Foote Francis' F2 CRM module, the rent-tech.com.au website intelligently directs customer requests through an automated financing process and commences the order process. The sales staff is notified and order data is tracked in F2 CRM. The order is available to the various staff throughout the sales and financing process.

Accuracy, Speed and a High Sales Volume

The collaborative work between Rent-Tech and Foote Francis on the custom F2 CRM project helped win Rent-Tech a 3 year account with 157 schools (approximately 68,000 students) in the Catholic Education Office of Western Australia (CEOWA).

The implementation time for F2 CRM is much shorter than the time needed for many enterprise web database projects. Rent-Tech's customization of F2 CRM took ten months from start to the day the first customer used the system.

Foote Francis performed the discovery process over three months, developed system requirements in a month, and completed customized connectivity and integration with Rent-Tech's existing proprietary and industry tools over a five month period. The remaining month required a short test phase and was efficiently opened up to customers.

F2 CRM is available without customization and can be used within 30 days or less of commencing service, depending your existing website technology and time required by your payment gateway, bank and merchant accounts. Watch for a follow-on article where we analyze the business process and show how the online solution answers Rent-Tech's business demands.

F2 CRM is a cost-effective and time-optimized solution for enterprise businesses that want to increase online connectivity, sales and customer experience. F2 CRM is more sophisticated than shopping carts and demands less technical staff than many in-house IT projects. What connectivity does your business need? Contact Hayden to explore your business needs and discuss your long term website goals (AUS) +61 8 9228 9288 or through Foote Francis' website.

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Foote Francis ('F2') is a Perth - Australia based web development company founded by Hayden Foote and Aaron Francis in 2001. Since 2005, F2 has used Joomla CMS (Content Management System) and modules to customize corporate websites and web services.