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110 hours saved per week – Simple user interface – Consistency across platforms
Who’s the client?
Manchester Electricians might be based in Manchester but they’ve got national contracts and electrical engineers working across the whole of the UK. They’re used to managing multiple projects and properties for their clients and have historically been using TCardsOnline for project management.
What was the problem?
Manchester Electricians manage a huge number of jobs and have many clients that require several different tasks completing at different properties. They were sick of having to enter data into multiple systems and wanted to avoid the confusion that inevitably arose as a result of repeated data entry by office staff and engineers. They needed a fully automated system that could be integrated with TCardsOnline so their engineers could continue using the system they were used to, and which would provide a single point of reference for client records and project information.
What did we do?
We put together a Macanta system that centres around projects rather than clients. New enquiries are automatically created as projects and assigned a unique job number. This process automatically creates a project in TCardsOnline so that it can be assigned and scheduled with an engineer. Any record changes made by office staff or engineers are automatically updated in both Macanta and TCardsOnline for complete consistency, no matter what stage of the automated process the job is currently at.
Why did it work?
The seamless 2-way integration with TCardsOnline means that the engineers haven’t had to learn a new system. Multiple projects for one single client can now be managed within the CRM, and automations happen according to the stage of the project, rather than in response to client details. Thanks to the flexibility of Macanta’s interface and data sets configurations, matches can be found for any project information within TCardsOnline, so there’s zero need for work-arounds or hacks. The new system performs 6,800+ automated tasks per week, saving the business 110 hours of data entry and management every seven days!