Client Name
AED Advantage Sales Ltd.
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.
Solutions Provided
Immediate AED Health Check
- Visual Alerts: Users were equipped with dynamic graphical notifications within Zoho CRM, providing immediate updates on AED records and highlighting accessories that were expired or 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
Zoho Mail
Zoho Assist
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
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.