We needed a cost effective solution for managing our database of accounts and it was terrific that we came across your company. I appreciate the fact that you took a hands on approach in modifying our spreadsheet into a tool that we can use. Your prompt response and understanding of the business gave me a lot of confidence. This product works perfectly and allows us to have a simple to understand program that gets the job done. It’s awesome that this all happened in a short period of time.

Izzy Gonzales

Vice President of Sales & Marketing, Napkleen International

Organization

  • One of a kind disposable clothing protector producer
  • A key seller on Amazon
  • Unique product line with unique requirements

Business Challenges

  • A desktop Customer Relations Management(CRM) spreadsheet was maintained to track all of the sales leads
  • Collaboration and version control was lacking
  • Existing database required extensive manual work to maintain which lead to many errors
  • In need of a customizable and flexible solution without being costly

Solution

  • SpreadsheetWEB, web-enabled the Napkleen’s CRM System with the same look and feel
  • Database was centralized allowing sales teams to manage sales activities from any location
  • Introduced user specific access levels providing a complete control over the system
  • Added capabilities of monitoring all sales activities by managers in real time as well as the ability to create custom reports and application extensions
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Results

  • The whole CRM System was turned into a fully functional web based system in 2 days
  • No additional time or effort needed to train end user since it had the same look and feel as the original spreadsheet
  • Eliminating the need for IT resources by maintaining the system on the cloud