Visy Technology Systems Improves Sales Management and Project Efficiency With Autotask

Visy Tech faced challenges in managing distributed sales data and customer interactions. Before implementing Autotask, the company relied on manual CRM and quoting systems, including local databases, distributed Excel spreadsheets and paper order forms. This approach was inefficient and hindered Visy Tech’s ability to maintain a unified and accurate sales and quoting process across its multiple offices. Multiple revisions of quotes were required before final sign-off could be obtained, delaying the delivery of packaging and causing projects to slip past their due date.

Autotask provided Visy Tech with a robust cloud-based platform that streamlined sales, procurement and project management. With Autotask, Visy Technology Systems centralized its quoting system, enabling sales teams across seven national offices to generate consistent and accurate quotes from a unified product list.

Autotask significantly improved Visy Tech’s sales and project delivery efficiency. Key stakeholders, like Steven Jowett, could now instantly receive updates on sales activities, verify details and initiate project workflows directly from the Autotask dashboard. The platform allowed Visy Tech to manage its sales pipeline effectively, track opportunities and create detailed sales forecasts that helped with strategic planning and performance management.

Visy Tech also uses the Autotask project module to track the delivery of the products and services post sale. Using the Won Opportunity Wizard in Autotask, project tasks are created to order items from suppliers, pull items from inventory and install equipment at the customer site.