30%
Increase in Lead Conversion
40%
Reduction in Human Resources
30%
Growth in Sales Performance
One of our valuable clients, a global leader in industrial intelligent visual inspection, faced significant operational challenges as they scaled their business. With Jodoo’s unified platform, they transformed their fragmented systems into a unified, efficient, and scalable solution.
Company Background
As a multinational industrial automation specialist with:
- Over 200 employees across 3 continents
- Over $ 13 million annual revenue
- Over 12 years of industry leadership
Facing rapid growth, they needed to modernize their CRM, ERP, and financial systems into a cohesive operational framework.
The Challenges
Disconnected Information Systems
They relied on separate systems for customer relationship management (CRM), financial tracking, and production planning. This fragmentation created data silos, making it difficult to maintain consistency and provide actionable insights.
Manual Data Transfer Processes
Staff spent significant time manually transferring data between systems, leading to inefficiencies, delays, and occasional errors. This was especially problematic when coordinating between sales, finance, and production departments.
Limited Real-Time Visibility
Without an integrated system, management lacked real-time visibility into key performance indicators across the business. This made it challenging to identify bottlenecks, optimize resources, and respond quickly to market opportunities.
Complex Approval Workflows
The company’s growth had resulted in increasingly complex approval processes for sales quotes, production orders, and financial transactions. The paper-based workflow was becoming unsustainable and created delays in serving customers.
Solution Overview
To address these challenges, they partnered with Jodoo to implement a comprehensive digital transformation solution. Using Jodoo’s no-code platform, they built a seamlessly integrated system connecting CRM, financial management, and ERP production modules.
The implementation followed three key phases:
- Process Optimization: Core workflows were mapped and optimized to eliminate redundancies.
- System Integration: Jodoo connected previously siloed systems, creating a unified data environment.
- Automation Deployment: Manual processes were replaced with automated workflows, reducing data re-entry and accelerating approvals.
Key Features of the Solution
Integrated CRM Management
They revamped their customer relationship management processes with Jodoo’s CRM module:
- Unified Customer Profiles: Created a single source of truth for all customer information, accessible across departments
- Automated Lead Tracking: Implemented a structured process for capturing, qualifying, and converting sales leads
- Sales Pipeline Visualization: Provided real-time visibility into the sales pipeline with customizable dashboards
- Quote and Contract Management: Streamlined the creation, approval, and tracking of customer quotes and contracts
Results:
- 30% increase in sales team productivity
- 25% reduction in sales cycle length
- Improved customer satisfaction through faster response times
Streamlined Financial Management
The financial management module addressed key challenges in budgeting, expense tracking, and financial reporting:
- Automated Invoice Processing: Digitized the invoice approval workflow, reducing processing time and errors
- Real-Time Financial Reporting: Created dashboards showing current financial status across departments
- Budget Management: Implemented tools for creating, tracking, and analyzing departmental budgets
- Expense Reimbursement Automation: Simplified the expense submission and approval process
Results:
- 40% reduction in invoice processing time
- Eliminated 95% of manual data entry in financial processes
- Improved accuracy in financial forecasting and reporting
Integrated ERP Production Management
The ERP module connected sales, inventory, and production systems to create a seamless flow of information:
- Production Planning Integration: Linked sales orders directly to production planning, ensuring accurate scheduling
- Inventory Management: Implemented real-time tracking of raw materials and finished goods
- Quality Control Tracking: Created digital forms for quality inspections with automatic notification of issues
- Supplier Management: Streamlined communication with suppliers and tracking of purchase orders
Results:
- 50% reduction in production planning time
- 35% decrease in inventory holding costs
- Improved on-time delivery performance
Implementation Process
They adopted a phased approach to ensure smooth implementation across departments:
- Assessment and Planning: Conducted a thorough analysis of existing processes and systems to identify improvement opportunities
- Pilot Implementation: Started with a focused implementation in the sales department to demonstrate value and gather feedback
- Phased Rollout: Gradually expanded to finance and production departments, ensuring proper training and support
- Continuous Improvement: Established a regular review process to identify and implement ongoing enhancements
Throughout the process, Jodoo’s technical team supported and helped customize the platform to meet their unique needs.
Business Impact
The implementation of Jodoo’s integrated solution has delivered significant business benefits for them:
Operational Efficiency
By automating workflows and eliminating manual tasks, they achieved an 85% increase in operational efficiency, enabling staff to focus on higher-value activities.
Data-Driven Decision Making
Real-time access to integrated data empowered management to make faster, more informed decisions, optimizing resource allocation and market responsiveness.
Enhanced Collaboration
The unified platform broke down silos, fostering collaboration between sales, finance, and production teams. Shared data reduced misunderstandings and improved coordination.
Scalable Growth
Jodoo’s flexible platform gave them a scalable foundation for future growth, easily adapting to new processes and requirements.
Future Outlook
Building on their success, they are exploring additional capabilities with Jodoo:
- Advanced Analytics: Implementing more sophisticated data analysis to identify trends and opportunities
- Mobile Access: Expanding mobile capabilities to support field sales and remote work
- Customer Portal: Developing a self-service portal for customers to track orders and access information
Conclusion
Their transformation with Jodoo demonstrates the power of an integrated digital solution. By connecting CRM, financial management, and ERP production systems, they created a foundation for sustainable growth and competitive advantage.
For businesses facing similar challenges, their experience highlights the potential of no-code platforms to streamline operations, enhance collaboration, and drive innovation.
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