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Our work for
CSI 3000

 

 

PLATFORM
INDUSTRY
CUSTOM APP
OUTCOME
  • A centralized, standardized repository of data and processes, enabling efficient management of client, proposal, and project information.

About CSI 3000

CSI 3000 is a leading Minority-Owned Concrete Contractor based in the Chicago-land Region. With a specialization in concrete construction, they offer a wide range of services including concrete, asphalt, hauling services, and pavement maintenance program management. Since their establishment in 2010, CSI has been committed to delivering superior high-quality workmanship and service, prioritizing safety, value, and customer satisfaction. 

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The Challenge

As a renowned concrete construction company, CSI 3000 faced significant challenges in effectively managing customer relationships and data. The complex process of gathering, organizing, and managing customer-related information hindered our ability to meticulously track every interaction with individuals. This operational bottleneck was further exacerbated by a lack of cohesive collaboration and alignment among different internal teams, resulting in operational friction and inefficiencies that negatively impacted both customer experiences and organizational growth.

Additionally, coordinating and responding to customer interactions across multiple channels such as live chat, email, video calls, and social media proved to be a daunting task, highlighting the urgent need for an integrated solution to streamline communication processes and enhance customer engagement. 

The Solution

To address these challenges, Aerie implemented the CRM Micro Accelerator for CSI 3000. This solution, built on the Power Platform, was designed to expedite the management, tracking, and storage of customer-related information.

With its fast implementation and easy customization, the CRM solution enabled CSI 3000 to efficiently manage leads and opportunities, track sales activities, and automate customer service. By providing a centralized system for accurate and organized insights into contacts, companies, actions, and timelines, the solution empowered our team to focus on driving revenue and improving operational processes for managing customer relationships. 

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"Glad to have companies like Aerie help us out with our Microsoft Power apps. We being a small business have lot of challenges with process and technology and working with Aerie to bridge some of those gaps has been fruitful. They customized Power Apps to our needs, also created a Power App CRM solution for us and all at affordable pricing. Aerie has helped our business tremendously and would recommend them to everyone."
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Pratik KulkarniDirector of IT, CSI3000

Key Features and Benefits

  • Fast implementation and easy customization
  • Efficient management of leads, opportunities, and sales activities
  • Automated customer service processes
  • Centralized system for accurate and organized insights
  • Improved revenue generation and operational efficiency

The Impact

As a result of implementing the CRM Micro Accelerator, CSI 3000 experienced significant improvements in customer relationship management. The solution provided a centralized, standardized repository of data and processes that allowed us to easily share, report, and act on client, proposal, and project information using the Microsoft technology stack including the Power Platform and Microsoft 365 (M365).

With enhanced communication processes and streamlined customer engagement, CSI 3000 has been able to drive greater business success while delivering exceptional service to valued customers. 

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