Operating System for company’s gains


Painter Bros provides exterior and interior painting for commercial as well as residential properties in USA and has its franchise in many states of the country. With the advancing need of the technology the company decided to develop a software which will help them to stream line their work and which will lead them to reach larger customer base. And with the expertise of Ncameo they were able to achieve a larger group of potential clients and execute the required work on time with maintaining the expected quality of work on the field.


Challenges before CRM

Since the year …… Painter Bros was managing their client requirement, data, their business operations and accounting systems manually. This sometimes would lead to unwanted delays, missed opportunities/ contracts, missing of client data, mismanagement within team members, and in turn affect their overall business. Also with the manual data handling, there were issues of last minute information being given to the core team, difficulty in scheduling timely meetings and site visits and inability to connect to clients post work completion and recording their feedback. Few of the challenges faced by the company while executing their work before introducing the CRM are enumerated below.

Communication and issues of handling large data

Since there were multiple places/mediums through which communication took place like chats, messages, emails, task lists, sometimes crucial information would get ignored or was lost in the flow of work. During peak season, as the number of enquiries and interest of clients increase there would be issues of responding to all of them in timely manner. Sometimes the delay would be due to oversight while at times it would be due to immense workload on the individuals handling client enquires. This affected the business opportunities and it also brought in criticism from potential clients.

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Difficulty in assigning tasks

Due to manual data handling, there were issues of assigning tasks to the concerned team members in a timely manner. Delay from one individual in conveying the required information would lead to further delays and at times created confusion about the implementation of the tasks.

Visualization & Organization

The team faced difficulty in visualizing the quantum of work and accordingly plan the required manpower. This also resulted in issues of organizing the work at hand and planning for future orders.

Team’s Productivity

Due to manual data management, the team members would sometimes get inadequate information about clients and their needs, leading them to reconnect with them to find out the missing details. This would invariably lead to delays thus hampering the productivity of the team. Also at times, such instances led to issues within team members as no individual would be willing to take responsibility for such errors resulting in difficulty in finding an appropriate solution for the issue.

Relation with clients post work completion

The company customer relationship determines the future growth of the company. It is essential for the core team of the company to have a rapport with the client while undertaking the said work and also after its completion. During manual work handling it was difficult for the team to connect with all clients and seek feedback for their work.

Stock and Asset Tracking

Maintaining and regular updating of company’s stocks and assets suffered during in the phase of manual working. The team would often get occupied with completing the tasks at hand and executing the projects on field resulting in documentation taking a backseat.

Work situation/Status quo after CRM

To address such challenges and strengthen the company’s operations a Customer Relationship Management (CRM) software was developed and integrated as part of the company’s progression in the year ……... This software brought all the processes under one canopy and helped the company to streamline its work. The company’s transformation after introducing this software has been noteworthy.

NCAMEO No-Code Low-Code development platform and the power of AZURE.
Systemization of work

Efficient data, Management, Effective Planning & Execution, Reporting, Real time and inventory

Growth in Sales

Timely Services, Customer, satisfaction, Increase in Revenue

Empowered team

Ready recknor, Team management, Increase in work related gratification

The CRM software brought in a renewed sense of work within the team and it directly affected the company’s work profile. The software gave the team an opportunity to have all its processes under one roof beginning from processes like generating estimations, scheduling, reporting, and providing timely customer service, marketing, maintaining payrolls, accounting, monitoring inventory and others. This method of digitalization gave way to manually maintained folders, registers and helped the company manage its data at ease along with completing the project in timely and more efficient manner.

NCAMEO No-Code Low-Code development platform and the power of AZURE.

Systematization of Work

The Company’s work became more systematic and efficient thus reducing clients from dropping out due to delay in receiving responses. Even if there was drop out of the designated worker due to any reason, other workers could fill in and execute the work in timely manner. The systemization of work ensured better data management and was devoid of human errors thus keeping very little scope for delays or complaints from clients. It improved team’s productivity and also brought in a sense of fulfilment and satisfaction among the team.

The team was able to efficiently maintain client data right from enquiries to scheduling site visits. The software showed information like availability of manpower on the chosen day and time, making it easier for the backend team to schedule appropriate visits. It also helped linked the manpower that was nearest to the potential client’s service area just leading to reduction in travel time and other resources. Once provided with the details of the clients, the field team received the information well in advance. They could undertake timely site visits and show all possible 5 colour options to the clients which made it easier for the client to decide and finalise. The process became smooth and the work could be completed within the given timeframe.

The CRM helped in generating opportune reports thus ensuring there was no lag in documentation of the work that was undertaken. These reports were available for the other team members for their review and also listed down the action points helping them to know and plan his/her work with respect to the particular client. It also helped in maintaining real time inventory helping the procurement team to order the required materials or equipment well in advance.

Growth in Sales

The systematic working approach directly led to growth in sales as the work was undertaken and completed in timely manner. Receiving all the required information improved the team’s coordination and workforce management and motivated the team to use the software to its fullest potential. This not only brought in more work it also impacted the company’s revenues and the company could think of better pay-outs for its team.

NCAMEO No-Code Low-Code development platform and the power of AZURE.

Due to timely execution of entire project the company started receiving positive feedbacks from clients which were also recorded and maintained on the software. This modification gave an opportunity for potential clients to read reviews from past clients, restoring their faith in the company and its work.

NCAMEO No-Code Low-Code development platform and the power of AZURE.

Empowered Team

The CRM became a ready reckoner to understand and undertake the work, create estimations, submit timey invoices, and maintain relevant accounting systems. The task notifications ensured prompt response from the concerned team member and reduced the changes of work getting delayed due to oversight. Thus the team was empowered to undertake work efficiently and it made communication with the client as well as within the team simple and effortless. Efficiency and smoothness in work processes brought a new sense of contentment within the team members and a sense of bonhomie amongst them. This created a ripple effect of staff retention and customer satisfaction.