Prior to implementation many different processes and system were adopted across central and departmental functions, with few correlating and requiring manual intervention for execution and reporting.

Working with each department, a complete Audit was carried out to establish the requirements for the functions. This helped gain trust and buy-in as departmental requirements were listened to, but more importantly data was collected to show that most departments were wanting the same data & fields.

The cornerstone to the proposal was ensuring that enquiry/lead management was centralised and certain communications automated to enhance the customer journey.

All previous enquiry data was collated and cleansed, before importing into a CRM platform to enhance the ability of RoboVeg to develop targeted campaigns, visualise sales pipelines and ensure that all are working from the same record.

Introducing the CRM platform enabled some automated communications to be set up, keeping enquirers informed and managing customer expectations. It also meant that campaign effectiveness is measured and visible.

Specific Data Sets were created to replicate areas of the operation, then automations are developed to ensure that resource costs could be reduced.

The existing Xero integration did not function as required, causing massive cashflow and invoicing issues.

Cymer decided to develop its own application, BitXero. This enabled Bitrix24 to integrate with Xero so that invoices match and reconciled payments flow back into Bitrix24, triggering receipt communications to clients.