Also, theĭata security was improved by allowing the administrator access to control user access. ![]() QuickBooks software was also customized to allow bi-directional syncing of all the data. ![]() ![]() Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle theirĭata. Because SuiteCRM uses 'Parent Types' and then IDs, the 'Modify Record' doesnt appear to have the parents fields available to use for automation workflows. The sales persons were relying on this data when they manually dialed up these leads and consequently, their productivity was being hampered. They were keeping track of the acquired leads using registers and sheets which was proving to be inefficient and counterproductive. However, their competitors were also tapping into these. Previously, they were acquiring leads from government and private third party sources. Moreover, they also required an effective lead management solution for acquiring, nurturing and maturing leads as well a means to keep track of the complete customer lifecycle. Challenges:HelioTek needed a comprehensive system to keep track of vendor, product and customer information and stats such as monthly usage, area, service availability, etc.
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