Headquarters: Sainte-Marie de Beauce, Quebec
Company size: 51-200 employees
Sector: Furniture, Manufacturer
Market: B2B & B2C

AD + is a company specializing in the design, manufacture and installation of custom kitchen and bathroom cabinets to create a friendly environment conducive to the comfort of your home.

Problems

  • Have a bridge between design software and project management.
  • Create the submission and then project management manually.
  • Technicians / installers had limited access to information. They had to call the factory regularly to get the information.

  • The supplier purchasing module is in no way linked to production, which prevents proper inventory planning.
  • No centralization of files.
  • No knowledge of the number of customers, prospects, total sales.

Solutions

  • The design software is linked with the project management application with a simple drag and drop.
  • The project is automatically generated from the created submission.
  • Generate technicians’ calendars through the application, which allows reports to be generated.
  • Establish a connection between the supplier purchasing module and the production module within the application.
  • Centralize all folders within Google Drive.
  • Establishment of a CRM allowing access to all sales of the month, potentials and opportunities in a clear and daily way.

Gains / Benefits

  • Dragging and dropping design information directly into the project file greatly facilitates the client process and allows for the rapid creation of complex and detailed quotes.
  • The automatic loop saves enormous time by avoiding duplicating data entry.
  • The calendars allow flexibility in the visualization of customer visits and facilitate follow-up with the customer, internal and the submission of service reports.

  • The connection between the different modules makes it possible to better see the inventory and therefore to create orders automatically as needed.
  • The information centralized in Google Drive allows better management and operation of the various files.

« This Zoho tool allows us to optimize our entire production, supply, delivery and installation chain. »

Dany Gilbert

Founder

Let’s make it happen!

Eddie Darac

VP Sales

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2023-04-28T08:53:17-04:00

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