Rugged Radios
Manufacturing
Off-road and industrial communications manufacturer streamlines B2C and B2B operations with Shopify Plus and QuickBooks Enterprise
Shopify PlusQuickBooks
All customer stories
B2B Electronics Retailer Automates Order Management with Webgility
With Webgility, KVM Switches Online streamlined order processing between e-commerce, CRM, and accounting, reducing manual work by 50% and empowering a lean team to grow efficiently.
Results
Results at a glance
- 50% Time Savings Automated order entry and data transfer cut manual processing time in half.
- Improved Data Accuracy Eliminated manual re-entry errors and duplicate customer records, leading to cleaner data and fewer mistakes.
- Custom Integration Webgility tailored its platform to sync orders from the e-commerce site to Salesforce CRM, then into QuickBooks, fitting KVM’s unique workflow.
- Responsive Support The Webgility team provided hands-on customization and fast responses to evolving business needs.
The Challenge
KVM Switches Online Faced
- Manual Order Entry: Orders from multiple channels required manual entry into CRM and accounting systems, consuming significant staff time.
- Complex Data Mapping: Unique workflows required mapping orders from e-commerce to Salesforce CRM, then into QuickBooks.
- Error-Prone Processes: Manual data handling led to duplicate customer records and increased risk of mistakes.
- Scalability Constraints: As the business grew, existing processes became a bottleneck for efficiency and accuracy.
The Solution
KVM Switches Online Adopted Webgility
- Custom Workflow Integration: Webgility customized its platform to fit KVM’s needs, mapping order data from e-commerce to Salesforce CRM, and then into QuickBooks.
- Automated Order Management: Orders are now automatically entered and reconciled, freeing up staff for higher-value tasks.
- Enhanced Accuracy: Automated notifications and error-checking reduced duplicate records and improved overall data quality.
- Ongoing Support: The Webgility team remains responsive to new requirements and provides ongoing platform enhancements.
In His Words
“Webgility has saved us at least 50% of our order processing time and improved our data accuracy. Their team listened to our unique needs and delivered a tailored solution. For any e-commerce business looking to automate and grow, I highly recommend exploring all of Webgility’s features and revisiting them as your business evolves.”
Jeremy HeinChief Executive Officer
About KVM Switches
KVM Switches Online is a leading provider of KVM (Keyboard, Video, Mouse) switches and related equipment, serving data centers, control rooms, and IT professionals across North America through its robust online presence.
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The Demo
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Operational Snapshot
● Live
Orders reconciled today
1,247 ✓
Amazon payout tied out
$47,241 ✓
Exceptions resolved
3 cleared
Inventory synced
All channels ✓
Books status
Certified ✓