Defenshield Inc.
Defenshield Inc.
About the Client
Defenshield designs and produces a range of custom armor solutions to meet all anti-terror, force protection, and physical security requirements for customers such as the DoD, ten different Federal agencies, and law enforcement organizations around the world.
Overview
Defenshield Improves Quote Delivery Process with Quickbase CRM Application
Prior to Quickbase and Trinity, Defenshield never had reliable sales and customer data to manage the company further than a couple weeks. The team at Defenshield spent years looking for the best CRM program to meet the specific needs of the company and thankfully have definitely found the right product and company to work with.
Defenshield wanted to have a system that tracked not only people but products, quality lead levels, quotes, and purchase orders. The Trinity team built the Defenshield Quickbase application exactly the way Defenshield wanted it and incorporated many changes along the way.
Summary
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.
The Results
RESULTS
- Oversight of 100% of all quotes to customers with the Quickbase CRM application
- Historical sales data which tracks customers, communications, and orders
- Tracking of all new leads and contact information for all potential customers
- Able to track what part of the process quotes are in for government customers
The team at Trinity built a CRM system to meet the exact needs of our company. Everything from customer management, to quoting, to reporting; Trinity made it happen after years of looking for the right solution.