Services

PagerTec’s Digital Transformation: Achieving Excellence on Salesforce with Astonous

Astonous implemented Salesforce CRM, tailoring it to address PagerTec’s unique needs with automation and integrations.

Client:
PagerTec
Location:
London
Industry:
Automation

About Customer

PagerTec provides cutting-edge communication solutions designed to streamline operations in various industries. Our innovative paging systems enhance communication efficiency, reducing wait times and improving overall service quality.

Client Challenges

PagerTec faced multiple obstacles that reduced efficiency and visibility across departments:

  • Disconnected Systems: Sales used Pipedrive, inventory relied on SOS, and QuickBooks handled finances—none of which were integrated.
  • Manual Workflows: Data entry processes for leads, invoices, and cases were error-prone and time-consuming.
  • Lack of Visibility: Teams had trouble tracking orders, support cases, and sales due to fragmented data, limiting effective decision-making.
  • Inefficient Processes: Unstructured workflows for orders and support cases led to delays, affecting customer satisfaction.

PagerTec needed an integrated solution to unify operations and improve cross-functional visibility.

No items found.

Solutions

Astonous implemented Salesforce CRM, tailoring it to address PagerTec’s unique needs with automation and integrations.

  • Sales Automation: Integrated Jotform with Salesforce to capture leads from the website and events. Leads are automatically assigned to reps with pre-built templates, accelerating follow-ups and deal closures.
  • QuickBooks Integration: Invoices and payments are now synced in real-time with Salesforce, keeping sales and warehouse teams informed and reducing manual errors.
  • Order & Inventory Automation: Dashboards provide real-time order updates. Notifications guide teams on next steps, such as shipping readiness or purchase order approvals.
  • Support Automation: Automated case management streamlines ticket handling, with cases routed to appropriate teams based on type and stage, reducing response times.
  • Reporting: Astonous developed customized dashboards to provide key performance insights on sales, support, financials, and operations.

Results

The Salesforce implementation delivered substantial improvements for PagerTec:

  • Reduced Deal Closure Time: Sales team is empowered with the tools they need to succeed.
  • Efficiency and Operationals: Integrated systems eliminated manual data entry, saving significant time and reducing errors.
  • Enhanced Support: Automated workflows accelerated case resolution, improving customer experience.
  • Higher Sales Productivity: Reps now focus on sales rather than administrative tasks. Leads are captured, assigned, and tracked seamlessly.
  • Real-Time Visibility: Dashboards offer leaders instant access to KPIs, enabling better decision-making.
  • Improved Collaboration: Unified processes across sales, support, warehouse, and finance improved communication and reduced delays.

With Astonous' expertise, PagerTec achieved operational excellence, positioning themselves to scale, innovate, and deliver exceptional service. Astonous is honored to support their continued success.

10%

Increase in Speed

10%

Increase in Speed

10%

Increase in Speed

Frank Diaz

Co-Founder

"PagerTec’s Exceptional Experience with Astonous We’ve had the pleasure of working with Astonous as our partner in setting up Salesforce for PagerTec, and the experience has been exceptional. Their team has been incredibly responsive, attentive, and dedicated to ensuring everything is tailored to our needs. They guided us through every step of the process, providing invaluable insights and support to make the setup seamless.What really stood out was their commitment to delivering top-notch service, always available to answer questions and solve any challenges that came up along the way. It’s clear they have a strong understanding of Salesforce and a customer-first approach that made working with them a true pleasure.We are very pleased with the results and look forward to continuing our partnership with Astonous as we move forward with Salesforce."

Salesforce Implementation That Actually Moves the Needle

Most Salesforce implementations go live. Ours go to work. We configure, integrate, and deploy Salesforce so your teams operate faster, your data works harder, and your business grows without the friction.