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CRM Management for an electrical contracting company

Customer Background

Client is the Co-owner & Vice President of a privately held small business in Rocklin, CA. A full service electrical contracting company serving local and national homebuilders. The company strives to offer competitive pricing while maintaining a safe work environment and a level of quality that surpasses the most. Specialized in electrical wiring, structured wiring, value engineering and designing. Complete package of electronics and electrical service solutions.

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We have been very pleased with the work of Brickwork team. They have been adaptable to our needs and communicate well in letting us know if there will be any timing adjustments, etc. Skype allows us to talk "face to face" and makes the distance less of a challenge than you might imagine with virtual assistants. The REA and the others we work with maintain professionalism at all times and have become a very valuable part of our team.
- Vice President

Project Objective

The client reached out to Brickwork in 2016 needing “multiple virtual admin assistants to handle end to end CRM operations and help them to optimize their productivity in managerial activities”. We continue to work with the client and are assisting on the below activities:

  • Generate POs for electronics and residential electrical contractors
  • Processing payroll and managing accounts receivable
  • Creating POs and scheduling jobs to foreman through online tools
  • Generate extra job reports from timesheet report
  • Mapping and creating job target hours
  • Entering builders and electrical contractor jobs in QuickBooks

Results

  • Client evaluated our services with a small project in 2017 and now has a team of REAs working for the last 3+ years
  • Brickwork manages end to end CRM and backend operations ensuring accuracy & timely processing of data. This has immensely helped the client to optimize productivity in managerial activities
  • Brickwork now has 4 REA’s trained on the project to ensure Business Continuity at any given point

Related Capabilities

Customer Support

Your customers are important to us. If your customers need you, they can call us - expand your customer service solutions with our virtual assistants who are trained to give prompt support through live chat, email, or calls. Whatever may be your business, we can handle multiple channels for sales or customer service so that your customers see you as ever-responsive and customer-centric.

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Project Management

We oversee project workflow milestones and day-to-day tasks to make sure your project gets done to your expectations. We strive to stay on schedule and within budget by ensuring all the details are entered accurately in your portals, communication is streamlined, and resources utilised.

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Data Management

Give us your data in any format and we can transform it into an organised, decision-making tool. Leverage on our expertise in data entry, cleansing, validation, converting data from one format to another and tagging.

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