Koodoo Creativee, Unit 2 Parsons Court, Aycliffe
Industrial Park, Newton Aycliffe, DL5 6ZE

0845 644 5089 sales@koodoocreative.co.uk

Client Case Study

Schools Advisory Service

the project

A completely bespoke CRM and quoting system which manages renewals, automatically re-quotes customers, and provides a self-service functionality for customer to manage claims and issues as they arise. This was a multi-year project which involved a core understanding of their business, its challenges and where improvements and efficiencies could be made.

the challenge

SAS are a complex business, with a large volume of clients and as such a varied user base from internal sales team, claims departments, and customers accessing the same system. The complexities for this project were in the sheer magnitude of calculations required to perform the automations such as generating and sending invoices.

the solution

A cloud-based system was built to meet the requirements of SAS and its customer base which completes complex tasks for automatically quoting one of their customers, letting review and approve the quote, and then automatically invoicing and policy creation.

Koodoo Creative are a leading web development agency specialising in bespoke web design and development, custom software development and project consultancy. We work with you to understand your exact digital requirements and create bespoke solutions to your business challenges.

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