Client Overview
- Industry: Food & Beverage.
- Location: United States.
- Company Size: 100+ Employees.
The Challenge
Our client, a growing food & beverage company, was managing two core workflows:
- Operations & Suppliers: overseeing supply requests and vendor invoicing.
- Sales & Leads: tracking leads, nurturing clients, and closing deals.
However, they struggled with:
- Disconnected tools and siloed data.
- Manual invoice handling without visibility into QuickBooks.
- Lack of structured lead management and automated follow-ups.
- Inconsistent sales communication and missed opportunities.
- No centralized dashboards for tracking KPIs or progress.
✅ Our Solution
At Appsavio, we designed a customized solution that integrated and automated their entire operational and sales process.
Tools Implemented:
- monday.com
- QuickBooks
- Make
- JavaScript
Key Deliverables:
- Custom Boards for supplier requests and lead management.
- Dashboards providing real-time visibility into KPIs, invoice statuses, and sales performance.
- Make Integrations to sync QuickBooks data with monday.com.
- Email Automation for lead follow-ups, nurturing, and task reminders.
Project Duration:
4 Weeks
How We Delivered:
- Discovery & Planning: Mapped workflows with client stakeholders
- Tailored Solution Design: Automated invoicing and sales communication.
- Agile Development: Built and deployed features in sprints.
- Training & Go-Live: Delivered hands-on onboarding for teams.
- Ongoing Optimization: Continuously improved automation's and dashboards.
Results & Impact
70% Reduction
|
Reduction in manual invoice reconciliation |
100% Compliance
|
Compliance in lead follow-ups |
Centralized Dashboards
|
Supplier and sales performance monitoring |
Improved Conversions
|
Lead conversions improved with consistent nurturing |
Real-Time Reporting
|
Better decision-making through real-time reporting |
Conclusion
This implementation transformed the client’s fragmented operations into a unified, data-driven system. By integrating monday.com, QuickBooks, and automation tools, Appsavio empowered both the operations and sales teams to work smarter, reduce manual tasks, and improve business outcomes.
We’ve helped teams solve big challenges and scale faster. Begin your journey with appsavio and let us tell your story next. [Contact Us]
