Sales Prospecting ApplicationInternal3rd Party SOAP API
Simplified and guided interface on top of an external CRM for an inside sales department. Prior, the Autotask - CRM
primarily a service deliver tool with not as much focus on the sales cycle. Users would often have many
windows open with various data to find the information they needed.
Single view at company and contact information with auto-pulling of activity in a chronological &
searchable timeline, summary of activity points, click to dial, update / add company & contact
information, integration with another internal software for additional contacts / leads, click to copy
email, click to open company and contact information. Allows new employees to get up and running fast.
Existing users are able to process a greater amount of calls assigned to them while adding more and
pertinent records (compared to native solution). After the call is complete, the call is dispositioned -
closed and a follow up call is systematically generated until it is a passed as a lead.
Top producers were able to process 40% more calls.
Semi-Automated Accounts PayableInternal3rd Party SQL DB
Processor enters a limited amount of data and uploads invoice, data is analyzed againist business rules. If
passes, the uploaded file is automatically stamped with pertinent information. If business rules fail, it is
automatically dispatched to the employee who generated the purchase order for review. Employees can correct
the purchase order to re-analyze through the business rules, manaually approve and stamp the uploaded
invoice, or place in a dispute status. Notifications are sent when applicable during the process.
Saves 10 - 15 minutes of processing time per invoice. Along other other benefits - centralized management,
logging and real-time status of all invoices, email notifications, escalation processing, and standardize
Nearest EmployeesInternal3rd Party SOAP APIGoogle Maps API
From a physical address, a Google Maps API called to get the geolocation than is passed into a mathmatical
calculation to determine a rough estimate of the nearest employee. The top 'x' amount (to limit unnecessary
API calls) are passed to Google Maps API to get the driving distance and duration. The summary of the
employee's travel time and physical location is mapped on a page with markers.
Decreased the time to provide travel time (prior solution was manual), improved and reliability provided
with feasible alternative solutions presented.
Deferred RevenueInternal3rd Party SQL DB
Using data from a 3rd party SQL database, allowing the processor to review and correct data, as needed, in
order to calculate deferred revenue for a period and add the appropriate journal entry. Data is show in a
line graph and details are shown in a data table. Previous solution was a manual process within Excel and
prone to human mistakes.
Processing deferred revenue when from 6 hours to 1 hour, based on the quantity of data. Improved data
accuracy by removing 99% of potential human errors - restricted what data can be modified.
Semi-Automate ACH PaymentsInternal3rd Party SQL DB
Satisfying a feature not included in a native accounting application, connecting to a SQL database, extracts
and presents data, to select whom, when & how much to pay, and generates a NACHA file. Email notifications
are sent automatically to recipients with payment details. The processor uploads the NACHA file to our
banking system and the payments automatically created. Safe guards put in place to not allow multiple
Prior solution would take 10 minutes per ACH payment to manually process and send email notification.