Roadblocks on the Road to Success
ATN faced a few roadblocks in their day-to-day operations. Here's what was slowing them down:
Disparate Data Sources
Product information from various suppliers arrived in different formats (XLS, CSV, API), making it difficult to track what was in stock.
No Customer Self-Service
Customers couldn't check the inventory, so they always had to call or email ATN. This led to delays and extra work for the team.
Manual Invoicing
The manual creation of invoices was time-consuming and prone to errors.
Limited Data Insights
ATN lacked comprehensive sales reports, affecting ATN's bottom line and customer retention.
What ATN Wanted to Achieve
ATN wanted their new custom CRM to tackle their biggest pain points and help them run a smoother operation.
- Unify Inventory Management. ATN sought to consolidate all supplier data — spreadsheets, data feeds, and everything in between — into a single, user-friendly platform. This would eliminate the need to hunt through multiple files to find the right tire size or part number, saving time and reducing errors.
- Automated Invoicing and Faster Order Processing. Tired of manually creating invoices, ATN wanted the CRM to automate the entire process, ensuring accuracy and speeding up order fulfillment.
- Equip Customers with Self-Service. ATN wanted to give customers the power to check inventory in real-time, allowing them to quickly find what they needed and place preliminary reservations without having to call or email. This would enhance the customer experience and free up ATN's team to focus on other tasks.
- Get Data-Driven Insights. ATN recognized the value of data in making informed business decisions. They wanted to equip their team with easy-to-access sales reports and analytics, providing a clear picture of what was selling well, identifying areas for improvement, and enabling them to optimize their inventory and pricing strategies.
Finding the Perfect Fit: The Search for a Custom CRM
ATN quickly realized that a generic, off-the-shelf CRM solution wouldn't address their unique challenges. Selling tires and spare parts has unique quirks, so they needed a system that could adapt to their established workflows, not the other way around.