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  • Executive Assistant to Allen Hamlin, President
  • Accounting set up and support services
  • Marketing
  • Customer Service
  • IT Network Administration and support for 15 employees.
  • Sage CRM Customization, Administration and Training
  • B to B Customer Web Portal Development
  • Web and Graphic Design
  • Executive Assistant to Allen Hamlin, President
  • Accounting set up and support services
  • Marketing
  • Customer Service

I learned so much about the luxury window and door business and it’s unique challenges. Like the long sales cycle and large volume of technical details ranging from blue prints to after sales service. Like most wholesale businesses we also had multiple layers of client/vendor relationships.  In order to manage such a complex business cycle we choose Sage CRM, an early stand alone version of Sales Force, that was customized by Integrated Tech (Sage CRM vendor) to transfer data to Quickbooks.  

After working with Integrated Tech to map the data fields and design the data transfer processes they trained me to further customize the Customer Relations Management web application and maintain it on our in house servers and later Rack Space server. 

Paradise Building Specialties, Inc

This screen shot shows the web application’s  7 custom admin functions programmed by Integrated Tech like Import Items and both import and link for customers, vendors, and projects to Quickbooks.  I designed the icons and adapted the PBS logo (upper left corner)

Intranet for the Staff

In the screen shot below you’ll see customized tabs like; Dealer – Territory Map, Displays, Assets, Budget- Multipliers, Shipping Methods and Pending Orders.  I designed these organizational tools to track hand samples, company assigned equipment, sales territories and the companies custom pricing structure not just for each customer but for each project if necessary cross referenced with the shipping methods.   These tools were accessible to staff  inside the CRM sales system. 

Paradise Building Specialties, Inc

Integration with Quickbooks on the Order Level

My customization of the Sage CRM system was extensive adding multiple custom tables to the data base and creating custom screens and workflows like you see below. This screen shot shows an order that’s been “promoted” to Quickbooks and the next steps in the workflow including sales commission calculations. 

Paradise Building Specialties, Inc

Item Detail

Paradise Building Specialties, Inc

CRM Workflow

Paradise Building Specialties, Inc