Client Success
ORI
About
ORI, a software reseller, research data collection and analysis company, needed to simplify their sales tracking process and reduce time spent on manual tasks such swivel chairing between spreadsheets.
Services Rendered
Business Operations Consulting
Objectives
ORI’s primary objective was to find an easy-to-use database to streamline their sales tracking process, eliminating the need to spend time toggling between systems to reconcile information about each deal.
At a Glance
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Challenges
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Manual and Cumbersome Processes
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Disparate Systems
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Time Consuming
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Benefits
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Simplify and Standardize Processes
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Ease of Use and Comprehensive Insights
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Time Savings
Airtable was selected as the database for ORI due to its primary requirement: simplicity.
With a simplified system in place, ORI can effortlessly enter sales tracking data and quickly gain comprehensive insights about each deal, freeing up time for other revenue-generating activities.
Benefits
Solutions
“Melissa went above and beyond to find the perfect software solution for my business that not only met but exceeded our requirements. From the very first interaction, it was evident that she was dedicated to understanding our needs thoroughly.
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Not only did Melissa provide me with a comprehensive list of options, but she also took the time to explain the features and benefits of each one, ensuring that I could make an informed decision. Her guidance throughout the selection process was invaluable, and I felt confident every step of the way.”
Simplify and Standardize Processes
ORI can streamline workflows and eliminate unnecessary steps, leading to improved efficiency and productivity.
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Ease of Use and Comprehensive Insights
The use of formulas, automations and graphs offers a visually enhanced, user-friendly interface for effortless data entry and comprehensive overviews of each deal.​
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Time Savings
This results in increased productivity, improved efficiency, and the ability to allocate resources to complete other critical tasks.​