The Client
A leading trophy, gift, and award manufacturer with a nationwide presence. Their corporate clientele spans various industries, and their operations include multiple showrooms and a fleet of on-the-go sales representatives visiting clients to secure custom orders.
The Challenge
When we first met them, they were swamped. They were only using Excel for managing orders. Orders were coming in from everywhere—emails, WhatsApp, phone calls—you name it and they could not track the status of the orders. Their sales team worked hard but spent more time sorting through the chaos than closing deals. It was messy. Proposals were getting lost, and there were constant fights between departments. Sales would blame production; production would blame sales.
Discounts were all over the place, leading to profit leaks. To make matters worse, no one had a clear picture of their top customers, best-selling products, or even overdue payments. They couldn’t track partial orders, and their turnaround times were taking a hit. For a business where speed is everything, this was a big problem.
The Solution
We introduced OrderAssist, our order management platform built for clarity, control, and speed.
Now, their orders are tracked in real-time—no matter where they come from. Everything goes into one centralized system. Proposals? No more back-and-forth confusion. The final version is always accessible, and every update is logged.
Sales and production teams finally started speaking the same language. Our dashboard gave management instant insights into the business: who their top customers are, their most profitable months, and even which salespeople are crushing their targets. Discounts are now under control, and the credit period is tracked, so overdue payments no longer eat into their cash flow.
Partial orders? Handled. Every segment is tracked separately, so nothing gets left behind.
The Results
Today, their operations run like a well-oiled machine.
- Their order management time has dropped by 90%, and they’ve freed up hours to focus on growing their business.
- Team conflicts are a thing of the past, with everyone working from the same page—literally.
- They’ve seen a 30% increase in productivity across departments.
- Insights from the dashboard have helped them make smarter decisions, boosting profits by focusing on top-performing products and customers.
- Relationships with their co-workers and clients have strengthened, thanks to faster turnaround times and transparent communication.
“We can’t imagine working without OrderAssist now. It’s not just a tool; it’s the backbone of our operations.”
-their words
