Automated AED Tracking Solutions | Reliable AED Management Across Canada

Location

Canada

Industry

Medical Equipment and Supplies

Size

2-10 Employeess

About the Client

The client specializes in providing Automated External Defibrillators (AEDs) and related accessories to businesses, public facilities, and communities across Canada. They offer various AED models, maintenance programs, and training resources. Zoho CRM is used for AED tracking, while Zoho Books captures purchase information through invoices.

Problems Faced

Inefficient AED Tracking

Tracking AEDs and their accessories was cumbersome as the business scaled.
Customers needed timely updates about expiring accessories to address safety concerns.

Need for Bespoke AED Management

A custom solution was required to manage AEDs’ lifecycle: up-to-date, expiring, expired, and renewed.
Errors and delays in tracking accessories risked operational inefficiencies.

Manual Processes in AED Tracking

Updating AED and accessory records from Zoho Books invoices was time-consuming.
Manual tracking risked human errors and significant time wastage.

Package and Shipment Management

Integration between Zoho Books and ShipStation was missing, leading to disjointed shipping workflows.
Tracking and shipment updates were not automated, creating inefficiencies.

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Solutions Provided

Immediate AED Health Check

Visual Alerts: Users were equipped with dynamic graphical notifications within Zoho CRM, providing immediate updates on AED health and highlighting accessories nearing expiration.

Error Reduction: The solution eliminated the guesswork involved in accessory tracking, significantly reducing human errors and ensuring accurate assessments of AED health.

AED Blueprint & CRM Automations

Blueprint Tracking: A tailored Blueprint in Zoho CRM enabled tracking of AEDs through their lifecycle, from a healthy status to expiring accessories, and then back to being updated.

Automated Updates: The system sent automatic reminders and updates to sales users, ensuring timely actions on expiring accessories.

Error-Free Workflows: Automated processes minimized delays and prevented accessories from falling through the cracks.

Books-to-CRM AED Tracking

Automated Record Updates: A custom button in Zoho Books allowed users to update AED records and accessory expiration details in Zoho CRM with a single click.

Error-Free Invoicing: Daily reports were sent to the client, highlighting invoices that required attention, ensuring no updates were overlooked.

Shipment Integration with ShipStation

Real-Time Updates: A seamless integration using Zoho Flow ensured accurate synchronization of package details from Zoho Books to ShipStation and back.

Streamlined Workflow: Automated data transfer reduced manual efforts and enhanced transparency in shipping operations.

Additional Zoho Books Automations

Reference Number Mapping: A custom function ensured that the reference number from Estimates carried over accurately to Sales Orders, maintaining consistency.

Duplicate Order Prevention: Automated flows identified and resolved duplicate Sales Orders, notifying the sales team of existing entries.

Improved Data Flow: Key fields like "Billing Email Address" were automatically populated across Estimates, Sales Orders, and Invoices for smoother operations.

Quick Task Creation

Streamlined Task Management: A workflow was implemented allowing users to create a Deal and its associated task simultaneously from the same interface.

Time-Saving Feature: By eliminating the need for separate task creation steps, the process saved significant time and improved user efficiency.

Enhanced Usability: This feature ensured that every Deal was accompanied by a related task, promoting better organization and follow-ups.

Our Certifications

Zoho Survey

Zoho Expense

Zoho Billing

Zoho Sign

Zoho Social

Zoho Marketing

Zoho Projects

Zoho Books

Zoho Inventory

Zoho CRM

Zoho Campaign

Zoho Sprints

Zoho Bigin

Zoho Vault

Zoho People

Zoho Recruit

Zoho Analytics

Zoho Desk

Client Success Story

Enhanced Safety Compliance: Devices are ready for emergencies thanks to timely tracking.
Significant Time Savings: Automated updates save hundreds of hours monthly.
Inventory Accuracy: Daily reporting ensures every AED accessory is tracked.

Why Choose Us for Your AED Management Needs

Proven Reliability with Key Metrics

Achieve up to 99% reduction in tracking errors and save up to 80%

manual entry time, showcasing our commitment to accuracy and efficiency.

Customized Solutions

Our solutions are tailored to fit your specific AED tracking, reporting, and shipment management needs, ensuring seamless integration & performance.

Unmatched Reliability

Automation and accuracy checks minimize errors, providing consistent

and dependable AED readiness.

End-to-End Support

From initial setup to ongoing monitoring, our dedicated team ensures

your AEDs and accessories are fully supported and ready for use.

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!

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