Case Study: ESI achieves streamlined CRM and inventory management with Web Alliance

ESI reduces duplicate data and streamlines sales with Web Alliance

The customer, ESI Controls Limited, a manufacturer and supplier of heating control components, faced challenges with data inconsistency and inefficiency from using spreadsheets to manage orders, leads, and sales. Their system did not integrate with their Sage Accounting package, creating duplication and a lack of automation. ESI engaged vendor Web Alliance to develop a custom CRM and inventory management software solution to address these issues.

Web Alliance designed a bespoke application that integrated seamlessly with Sage Accounting, automatically syncing price lists and customer data to eliminate discrepancies. The solution provided individualized dashboards for sales representatives, automated appointment emails to Outlook, and delivered valuable KPIs for managers. This resulted in a much more efficient process, significantly reduced manual effort, and increased transparency and accountability for the sales team at ESI.

ESI