Elevate Customer Engagement and Boost Sales Performance with Advanced CRM Solutions
Developing Solutions for Companies Across the Globe
CRM Solutions
Trinity offers specialized CRM & Sales Management solutions that streamline customer interactions, enhance sales efficiency, drive pipeline conversion, and improve overall business performance.
Enhancing Your Sales and Customer Relationships
Reach Better Customer Service with:
Customer Data Management- Communication
- Dashboards & Reports
- Pipeline & Sales Tracking
- Performance Analytics
These capabilities enable efficient management of customer interactions, improved sales productivity, and insightful performance analytics for better decision-making and enhanced business outcomes.
Boost Your CRM & Sales Management
By automating routine tasks, Trinity's solutions reduces manual errors and save time. Real-time insights allow for informed decision-making, ensuring a healthy sales pipeline. A tailor-made application will increase employee satisfaction through personalized experiences, providing seamless communication and boosting productivity.
Contact Us
"I was thoroughly impressed with how Trinity knew our business workflow and needs. Our team really felt Trinity was invested in our success."
Nader Baaklini • Owner & CEO
"This Quickbase mobile application has led to improved customer service, faster delivery of customer vehicles, better reporting and metrics, and an improved bottom line."
Kent Hendricks • Owner & CEO
"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."
Jordan Settle • Vice President
"The Quickbase workflow has been instrumental in our ability to continue to grow and be productive. We currently serve more than 900 repeat customers with over 8,100 projects completed without an increase in operations staff"
Chris Cook • President
"Trinity was essential for creating processes to simplify data for better reporting and organization for our membership database."
Jo Ann Maitland • National Service Officer
Case Studies
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.
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- 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.
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- 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.
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- 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.
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- 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.