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.
Key Results
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.
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.
- Industry
- B2B Electronics / IT Equipment
- Business Type
- E-commerce Retailer
- Customer Since
- 2016
- Location
- United States
- Tools Implemented
- Custom E-commerce Platform, Amazon, Salesforce CRM, QuickBooks
- Their Mission
- To deliver reliable, high-performance KVM and signal management solutions with exceptional service and efficiency.
KVM Switches Online Faced
- 1Manual Order Entry: Orders from multiple channels required manual entry into CRM and accounting systems, consuming significant staff time.
- 2Complex Data Mapping: Unique workflows required mapping orders from e-commerce to Salesforce CRM, then into QuickBooks.
- 3Error-Prone Processes: Manual data handling led to duplicate customer records and increased risk of mistakes.
- 4Scalability Constraints: As the business grew, existing processes became a bottleneck for efficiency and accuracy.
KVM Switches Online Adopted Webgility
- 1Custom Workflow Integration: Webgility customized its platform to fit KVM’s needs, mapping order data from e-commerce to Salesforce CRM, and then into QuickBooks.
- 2Automated Order Management: Orders are now automatically entered and reconciled, freeing up staff for higher-value tasks.
- 3Enhanced Accuracy: Automated notifications and error-checking reduced duplicate records and improved overall data quality.
- 4Ongoing Support: The Webgility team remains responsive to new requirements and provides ongoing platform enhancements.
“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.”
Find out what your operational gaps are actually costing you.
Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.