Squarefoot Streamlining Sales Operations & ERP Integration

• Client: Squarefoot Classic Flooring
• Industry: Retail / Home Interiors
• Solution: Sales Automation, ERP Integration, Lead Management

Executive Summary

Squarefoot Classic Flooring partnered with SimpleWorks to overcome the challenges of disorganized lead management and manual quote processing. By implementing a customized CRM system with deep Navision ERP integration, the company eliminated manual data errors, automated approval workflows, and centralized lead capture across all showrooms and digital channels.

The Challenge

Inefficient manual processes were causing delays and errors that threatened customer satisfaction. The primary operational bottlenecks included:

• Inefficient Quote Management: Manual processes caused significant delays in client communication.
• Disconnected Systems: Lack of integration with the ERP system resulted in manual errors and data duplication.
• Missed Opportunities: Disorganized lead assignment led to potential customer loss and overlooked sales opportunities.

The SimpleWorks Solution

SimpleWorks delivered a tailored solution to bridge the gap between sales and operations:

• Integrated CRM System: Implemented a robust CRM with built-in quotation and approval workflows.
• Showroom Walk-in Module: Developed a specialized module to centralize leads from multiple sources, including websites, Google Sheets, and in-store visits.
• Seamless ERP Integration: Integrated the CRM directly with Navision ERP to automate quote processing and approval.

Transformation Achieved

The digital transformation resulted in streamlined operations and higher data integrity:

• Streamlined Quotations: Automated approval workflows based on discounts significantly reduced processing delays.
• Improved Lead Management: Centralized lead capture from the web, in-store, and sheets ensured no lead was left behind.
• Enhanced Productivity: The integration between CRM and ERP eliminated manual errors in quoting.
• Real-time Collaboration: established a clear approval hierarchy, ensuring faster approvals and necessary escalations.
• Dynamic Workflows: Enabled lead assignment based on branch, city, and product logic.
• Data Integrity: Approved quotes are now pushed directly to the ERP, ensuring consistency across systems.
• Customer Satisfaction: Timely updates and feedback loops have greatly enhanced the overall customer experience.

Project Highlight: Custom Flexibility

Handling “Wastage” Scenarios: A noteworthy innovation in this project was the introduction of a “Wastage Customer” option. This feature allows the team to handle unique scenarios, such as custom quantities, significantly improving operational flexibility.

Technical Integrations

To ensure end-to-end automation, the solution integrated key business systems:

• Navision ERP (for end-to-end quote processing)
• Web & Google Sheets (Lead Sources)
• Role-Based Workflows (Automated discount approvals)

Noteworthy

Introduced a Wastage Customer option to handle unique scenarios like custom quantities, improving operational flexibility.