Sales Automation System - Desol Int

Sales Automation System

Exceptional Service That Exceeded My Expectations!

About: Sales Automation System

Introduction:

Offshore company creation can be a complicated and time-consuming process, it has also become a popular option for businesses looking to expand their operations and take advantage of favorable tax and legal regimes. However, the process can be time-consuming and confusing for those unfamiliar with the intricacies of offshore incorporation. Our company has developed a streamlined system for one of our clients using WordPress, Gravity Forms, Gravity PDF, PHP, and Stripe to make it easy for users to get the sales automation document for creating an offshore company. This case study will provide an overview of the project and the benefits it offers to our clients.

Background:

The need for an efficient and user-friendly system for generating sales documents for offshore company creation arose as our company noticed in the requirements shared by the client and their previous process, we got to know that the current process was time-consuming and often resulted in confusion for clients. We were asked to create a system that made the process as straightforward as possible for the users, while also providing them with all the information they needed to make an informed decision.

Solution:

To achieve this, we decided to use WordPress as the platform for the system, as it is a widely-used and versatile content management system that could easily be customized to meet the client’s needs. We also chose to use Gravity Forms for the form creation and Stripe for the payment processing, as they are well-established and reliable tools that are widely used in the industry.

The system we developed allows users to select the country they wish to create an offshore company from a list of countries, and then input the company name. Now they will have to select the services package they are interested in and provide personal details. After going through all these steps, the system will ask for a payment, and once the payment is complete, a PDF with all the details filled in the form will be generated and sent to the user’s email.

One of the key benefits of this system is that it provides an easy and convenient way for users to obtain a sales document for creating an offshore company. The user-friendly interface makes it easy for clients to navigate through the different steps of the process and input the required information, and the PDF that is generated at the end of the process provides them with a detailed breakdown of the services and costs involved.

Another key benefit of the system is that it eliminates the need for clients to manually gather and provide all the information required for obtaining the sales document. The system is designed to automatically generate the required documents, which not only saves time but also eliminates the possibility of errors.

The integration of Stripe for payment processing, makes the system more secure and reliable, as Stripe is a widely used tool that is known for its security features and high level of encryption. The use of Stripe also eliminates the need for clients to provide their credit card details, which again enhances the security of the system.

The system also provides several benefits to our client’s agency, including increased efficiency and productivity, as it eliminates the need for manual processing of sales documents and reduces the possibility of errors. Additionally, it allows the client to provide a more professional and efficient service to the users, which can help to improve customer satisfaction and ultimately lead to an increase in business.

Conclusion:

Overall, the system we have developed for generating sales documents for offshore company creation is a significant step forward for our client’s agency. It provides a convenient and efficient solution for users and helps the client to provide a more professional and efficient service to the users. The use of WordPress, Gravity Forms, Gravity PDF, PHP, and Stripe, are the key factors that make this system possible, which has been a great success for us and our clients.

Tools & Technologies

  • Gravity Forms
  • Gravity Wiz
  • Gravity PDF
  • html, css, js, php…
WordPress Lightbox Plugin