Dojo is a payment solution allowing companies to take payments online and in-person. This post is about connecting Dojo to the CRM for a smoother flow.
Our client used to take payments via Dojo, and then enter into the CRM the fact that the customer paid.
This allowed for small mistakes to slip through accumulating over time. Such mistakes as charging the customer the wrong amount from the price on the CRM. Not only that, but it also mandated reconciling payments manually.
What we implemented is, we have connected Dojo the CRM of our client. This allows them to use the work price shown on the CRM to charge the customer. After the payment is taken, CRM records the payment automatically. This eliminated a need to manually reconcile payments.
Our client testimony:
The roll out is going well - we have all the engineers set up now!
So far, the engineers have reported positive feedback and the sales team really likes it.
The new system has massively reduced the amount of unprocessed funds due to human error. This month, we had one payment taken at a reduced cost and this is because the sales person used the old system. In the last few months, we were racking up an average loss of £150 from these small mistakes so your changes have made a difference!
