Case Study: Qual Chem

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System Selection & Multi-Platform Integration

Qual Chem is a car wash chemical provider seeking to streamline operations and support business growth through system integration and automation. Their goal was to improve operational efficiency without increasing administrative overhead, requiring a more unified and automated system for managing sales, accounting, order fulfillment, and sales representative interactions.

Project Scope

Rezolute partnered with Qual Chem to:

Select and configure a Customer Relationship Management (CRM) system
Develop a custom ordering interface tailored for sales representatives
Integrate all systems bi-directionally with QuickBooks for streamlined accounting and order fulfillment
Automate workflows using Zapier and custom scripts
Design custom forms for on-site service representatives that sync with the CRM
Provide user training and troubleshooting support for seamless adoption

The Solution

Rezolute implemented a comprehensive system integration strategy that included:

Selection and configuration of Pipedrive CRM to manage sales processes and customer data
Development of a custom ordering interface utilizing WooCommerce, tailored to sales workflows
Full bi-directional integration between Pipedrive, WooCommerce, and QuickBooks using Zapier and custom automation scripts for accounting and order fulfillment
Custom forms for field service representatives, ensuring real-time data capture and syncing with Pipedrive
Hands-on user training, ongoing troubleshooting, and system optimization during the project lifecycle

Results & Impact

Achieved targeted business growth without increasing administrative personnel
Established a single source of truth across sales, accounting, order fulfillment, and financial data
Streamlined operations through automation, reducing manual data entry and errors
Increased efficiency in sales ordering, accounting, and service reporting
Enhanced visibility and control over business processes

Post-Project Transition

Following the successful implementation, Qual Chem transitioned to managing their integrated systems independently. The scalable, automated infrastructure continues to support their operational efficiency and business growth.

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