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Customer Request Management

(Care Sector)

Working on a tablet

Opportunity Statement

  • A traditional paper based document for request handling, which resulted in a slow completion of work requests and in some cases loss of clients

  • Employees are dependent on making phone calls and sending texts to confirm orders, agree prices and to arrange visits

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Client Requirement

  • Implement a technology solution that allows multiple users to manage jobs online in the field to provide an enhanced service to their clients

  • Allow for quick response to clients with availability, pricing and job specification

eSpire Technology Response

  • Discussed client vision and worked to understand their brand including language, colour scheme and logo

  • Provided a development CRM solution based on the the clients requirements to allow the client to refine how they wanted their solution to function

  • Working with the client continue to enhance the design and functional requirements to meet the clients specific needs

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Outcome

  • The partnership lead to the launch of a carefully crafted CRM web app, accessible from any device

  • The solution allows all users, including employees in the field to raise quotes and directly assign out to the wider team

  • This allowed for the client to book jobs in more efficiently, validate all requirements including health and safety checks to deliver a high level of service to people in need

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