Case Study: Automating Quote Generation for Porter Plant Pty Ltd

Client: Porter Plant Pty Ltd

Industry: Plant and Equipment Hire

Location: Australia

Background:

Porter Plant Pty Ltd is a company that provides plant and equipment hire services to clients in the construction, civil engineering, and mining industries. They wanted to streamline their operations and make the process of generating quotes more efficient. Specifically, they wanted a solution where they could click a button in Zoho CRM to automatically generate a quote from the data stored in the Deals module.

Challenge:

One of the challenges in this project was the need to populate data from a subform in the Deals module to a subform in the Quote module. This required custom coding and workflow automation to ensure that the process was seamless and accurate.

Solution:

The CRM House worked closely with Porter Plant to create a customized solution that met their specific needs. We used the client-script feature in Zoho CRM to create a button that, when clicked, would trigger an automated process that generated a quote from the data stored in the Deals module. This process was seamless and efficient, saving time and resources for Porter Plant.

Additionally, we developed custom coding and workflow automation to populate data from a subform in the Deals module to a subform in the Quote module. This was a particularly challenging aspect of the project, but our team was able to create a solution that ensured accuracy and consistency.

Results:

Porter Plant are able to automate their quote generation process and save time and resources. They can now generate quotes with the click of a button, streamlining their operations and improving efficiency. The custom coding and workflow automation we developed also ensured that the process of populating data from a subform in the Deals module to a subform in the Quote module was accurate and consistent, further improving their operations.

Conclusion:

This project for Porter Plant Pty Ltd is a great example of how we can work closely with clients to create customized solutions that meet their specific needs. Contact us today to learn more about how we can help your business streamline your operations and improve your bottom line.