Challenges
Fonetel was using a series of web-based Lead forms, designed using JotForm, to receive one-time and/or subscription-based orders for its telephony products and services. The customer would provide his credentials and information through these forms i.e. type of product/service, quantity, etc. The information from these forms was then manually extracted and then entered into SugarCRM. This manual entry aspect of the whole process was tedious, time-consuming and counterproductive.
Solution
- SugarCRM integration with the Lead forms was carried out.
- Fonetel’s complete catalog of products and services was added to SugarCRM and the ability to manually update its prices from within Sugar was also implemented. This greatly streamlined processes for Fonetel as data was consolidated and synchronized to reduce multiple update drives to be conducted.
- Automatic Quote Creation based on a predefined template was implemented.
- The quote was also generated in PDF format and was automatically sent to the client in question via Email.
