Audio Geer, an independent manufacturer’s rep firm based in California, brings over 14 years of experience to the Professional Audio, Musical Instrument, Broadcast, Audio/Visual, Live Sound and Sound Contracting markets.
Challenges
Audio Geer used to buy equipment from 10 to 12 manufacturers and then sell it to its clients. The employees were using excel sheets to manage all the interactions with the manufacturers and had no prior experience of using a CRM. As their client base expanded, excel sheets couldn’t handle the burgeoning operations and Audio Geer approached Rolustech for advice regarding how CRM could automate their business processes.
After conducting multiple discovery sessions to identify their exact requirements, we offered Audio Geer a custom SugarCRM solution.
Solution
- SugarCRM was set up to provide Audio Geer with all manufacturer and client information in a single, centralized database.
- Client details could be viewed without any hassle along with their requested orders and quotes as well as details of the equipment manufacturer. Additionally, Sales could easily view the salesperson to whom a particular company had been assigned.
- Information such as sales history, product listings, accounts’ terms and conditions was made to sync with Sugar.
- Audio Geer could now evaluate its performance by comparing the revenue earned in the current and the past fiscal year.
Results
Sugar was customized in a way that a single account could be associated with multiple manufacturers. Orders could be generated for each manufacturer against any account having different product items. Moreover, orders could also be generated and sent to customers and copied to manufacturers from within Sugar. Our SugarCRM certified experts provided a gamut of features that streamlined Audio Geer’s business operations and boosted the productivity of its employees.
