Client Overview

A growing family-owned business sought to modernize their customer relationship management and back-office operations to drive efficiency and scale sustainably. Prior to engaging with AeyeCRM, their processes were decentralized, with manual tracking and disjointed systems limiting visibility and slowing business growth.

Challenges

• Limited integration between CRM, ERP, and productivity tools causing redundant data entry and errors

• Inefficient sales pipeline management with loss of leads and follow-up delays

• Lack of automated workflows to streamline quotes, project management, and invoicing

• Difficulty accessing real-time business insights to drive decision-making

Our Approach

AeyeCRM leveraged its expertise as a Salesforce Consulting Partner and cloud integration specialist to deliver a customized, integrated cloud infrastructure tailored to the client’s growth needs. Our solution included:

• Implementing Salesforce CRM for seamless lead-to-cash pipeline management powered by AI automation

• Integrating cloud-based ERP tools such as NetSuite and QuickBooks for accurate financial tracking

• Connecting productivity suites like Microsoft 365/Google Workspace for enhanced team collaboration

• Designing automated workflows to link prospect engagement, quoting, project management, and invoicing

• Providing training and ongoing support to ensure adoption and continuous optimization

Results & Benefits

• Streamlined sales process with automated lead tracking and follow-ups significantly boosting conversion rates

• Elimination of data silos through cloud-based ERP integration ensuring financial and operational accuracy

• Improved operational efficiency with AI-powered automation reducing manual workloads and accelerating project delivery

• Enhanced visibility into customer journeys and business health through robust analytics and real-time dashboards

• Empowered staff with tools to collaborate effortlessly across departments supporting scalable growth

Why AeyeCRM?

As a specialized partner for small and family businesses, AeyeCRM understands the unique challenges faced by growing companies. Our deep expertise in Salesforce and complementary cloud platforms enables us to craft solutions that not only meet current needs but also future-proof operations for sustained success.