What People Say About SymVolli
"time saving... three hours plus, now some 20 minutes from start to finish"
Key Issues Addressed:
Sales
- Time saved in producing sales documentation
- Complex price book allows for product configuration
Compliance
- Documentation generated is automatically compliant
- BS EN ISO 9001 - 2008
Support
- Automatic addition of any sold item to the client's asset list
- Engineer visit booking, auditing and reporting
The Company
Frontline Automation supply and install gates for both commercial and residential clients, although larger clients are within the commercial market. They have installed gates and currently maintain systems for large companies such as BBC, Southern Water, Metropolitan Police, South East Water & Various Shopping Centres.
Frontline Automation supply bespoke gates to suit individual requirements; Metal gates are manufactured in their workshop and are coated with a long lasting finish. Wooden gates are also available and are manufactured with automation in mind. As well as swing gates, they can provide sliding gates to look like a pair with either metal of wooden infill of your choice.
Website: frontline-auto.com
The Challenge
To be able to address the clients requirements in the most efficient and effective manner possible, and to minimise the number of systems being used in dealing with the client whilst complying to relevant regulations. The need to understand how much a job actually cost, and therefore be able to control costs to maximise profitability.
The Solution
The use of SymVolli’s quotation and configuration system gives greater control on costing a job and therefore maximising profitability, whilst the use of the timesheet functionality allows for comparison of actual versus quoted costs. An audit trail of all transactions to do with the client is automatically generated within SymVolli for compliance purposes, and the use of the process builder to implement the appropriate regulatory processes ensures that all documentation sent to is compliant.
“We now have a system that can log customer calls, book appointments, and a price book that holds the products the system design specification is built from, all in one place. Also we now have a database which holds all our customers, prospects and supplier information, which used to be on two separate databases.
With the process builder we were able to design a simple process for inputting the client data, which is then used to produce the end documents from a bank of standard template reports. We originally had around 20 template documents, now we have half a dozen.
The benefits, apart from the time saving in producing the customer ‘package’ (would be three hours plus, now some 20 minutes from start to finish for a large complex job) are that we have a central data base of products and a flexible system that can grow and adapt with the company as we go forward.”
Neil Jones - Frontline Automation