B2B Electronics Retailer Automates Orders with Webgility

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.

The Challenges

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 Hein
Chief Executive Officer

Stop wasting time entering data and start saving money today.

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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

Stop wasting time entering data and start saving money today.