Client
Andrew Richards
The Richardson Monument project automated the sales order process for Symmetry services during funeral arrangements by integrating Retool with DocuSign, streamlining document signing and reducing manual effort. This automation improved sales operations, enhanced customer service efficiency, and built trust through faster paperwork processing.
Maine, USA
In Richardson Monument, we worked on streamlining the process of getting sales orders from customers and passing them to cemeteries. This project aimed to optimize and automate the traditionally manual and paper-based process.
Richardson Monument faced significant delays due to the manual process of getting paperwork signed by customers and cemeteries. The use of pen and paper made the process slow and cumbersome, impacting the efficiency of their sales operations and customer service.
By integrating technologies like Retool and DocuSign, we automated the process of obtaining and processing sales orders. This automation reduced manual work by tens of hours and decreased response time by almost one week. Consequently, Richardson Monument improved their operational efficiency, providing faster and more reliable service to their customers, thereby enhancing their reputation in the community.
On our Richardson Monument project, we transitioned from a cumbersome manual process for handling sales orders and signatures to a fully automated system. Utilizing tools like Retool and DocuSign, the team streamlined our operations, saving us significant time and speeding up our customer response times. Their work greatly simplified processes for both us and our customers. I highly recommend them for their outstanding support and expertise!
