Elevate Customer Engagement and Boost Sales Performance with Advanced CRM Solutions

Ground Ops used Quick Base to create a short-term solution for tracking basic equipment issuances at various stations. Upon creating the Quick Base app with native-only functionality, it was quickly evident that the check-in/out process was inefficient, time-consuming, and desperately needed a custom interface with advanced features.

The solution developed integrates a CRM and project management system. It manages project scopes, invoicing, and operational workflows. Key features include opportunity tracking, quoting and proposal management. The system also incorporates functionalities for billing, invoicing, and integration with QuickBooks and Field Nation.

• Streamlined their job management process, making it easier to track project progress and stay organized.
• Enhanced reporting capabilities, allowing them to gain clearer insights and make data-driven decisions faster.
• Customized Quickbase solutions that fit their unique business model, improving overall efficiency.

Trinity helped build an application to manage their tasks, purchase orders, and contacts for each vendor; Eyemart Express is now able to capture all the information needed to streamline their operations. Trinity also built in a feature that allows them to set a primary vendor for an industry or region, so they do not have to manually assign each task. Additionally, each vendor also has their own dashboard where they can manage their operations with Eyemart Express as needed.

• Improved communication across teams and vendors
• Increase visibility across projects
• The application increased Eyemart Express's efficiency and allowed the staff to increase their productivity.

Trinity developed a Quickbase application to track, manage, and report on the entire workflow. ARC’s Quickbase ERP tracks everything from customer orders to supplier purchases and all the processes in between. ARC sees Trinity as a lifetime partner to provide and implement the solutions they need as they continue to grow.

• Automated the reporting of metrics to allow for better decision-making while also cutting down on data entry errors.
• Reduced the number of applications used to manage the business from 5 applications to 2, with Quickbase and QuickBooks communicating with one another.
• Removed the need for ARC to hire an additional employee for data entry and bookkeeping.
• Eliminated the data entry burden on key managers by an average of 10 hours a week.

Trinity developed a Quickbase application to track results and report on performance. The solution included a custom mobile application with integrated barcode scanning, time clock integration, and a Bluetooth portable printer to print the work order for each vehicle. Detail Manager now has quality control oversight of every vehicle.

• Improved overall vehicle turnaround time by 25%.
• Labor and chemicals can now be tracked for improved performance, saving 10%.
• Dealerships know the cost of the detail shop and performance trends.
• Inventory management for chemicals allows for easy reordering, saving employees' time.

Defenshield wanted to have a system that tracked not only people, but also products, quality lead levels, quotes, and purchase orders.

• Oversight of 100% of all quotes to customers.
• Historical sales data which tracks customers, communications, and orders.
• Tracking of all new leads and contact information for all potential leads.
• Ability to track what part of the process quotes are in for Government customers.

Trinity developed a workflow solution in Quickbase that allowed NPI to quickly and easily track projects through the project lifecycle and to push statuses of each phase of the project out to the teams using color codes.

• Enhanced the process of tracking projects from start to finish.
• Enabled a more structured workflow for leads and projects with specific phases & statuses.
• Increased reporting and notification capabilities for NPI and their clients.

• Trinity updated the existing application that enhanced reporting capabilities.
• Granted the ability to manage members by geographic location.
• Updated the aesthetics of the application, making the workflow process easier to navigate.