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  To create a CRM system to control the entire operation  
     
  Run right over has been contracted by a Marble and Granite fabricator to create a customer relations
management system for it's Massachusetts warehouse and fabrication shop. The system will control sales,
billing, work orders, inventory, estimates, marketing and project management. The company is currently
running QuickBooks and Outlook for billing and contact management and Excel for project management.

Our choice of software for this job is a customized CRM. We have modified the software for the unique
needs of this client. One of the challenges we faced was during the inventory phase we found that stone is
measured in square feet and linear feet. We also found that after a slab has been cut for a kitchen counter
top, the remnant would have to go back into inventory. We further discovered that many slabs are linked to
each other by a specific grain pattern and that slabs from a lot would have to be sequentially numbered to
identify their place in the lot. To automate the inventory would require a carefully planned modification to the
CRM software. We were able to provide this modification and currently all sales people are able to view and
select the exact stone their customer wants from the sales persons desk, simply by opening the CRM and
doing a search under a size, color, texture, thickness or any of several other search features. Once a stone
has been selected the salesperson can create an estimate, schedule a template, create a work order and
schedule the cutting and finishing of the stone within minutes of taking the order. After the job has been
completed an invoice will be generated from the information in the CRM.

At any stage of the project, all information for that customer is available to the salesperson on a single page
by simply inputting the customers name, customer number, phone number, zip code or any other information
available regarding the customer.

As we continue with this project we intend to setup a computer in the showroom so that waiting customers
can preview the available colors and textures of the stone in the warehouse without having to actually go into
the warehouse. We will also link the CRM to the accounting software to automate and track the billing
process.

 

 
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