In 2016, I gave a talk at WordCamp Orange County. The topic, “Stop the Marauding Excel Sheets” was inspired by a current project I was working on. Namely, to create a customized customer management and sales quoting tool.
These spreadsheets are killing me” was a complaint said to me about a year ago. Since then, I have been partnered with my client to build an internal tool that can standardize their sales quoting process, replace their current CRM process, and remove operational bottlenecks that prevent the business from scaling. This presentation covers the of development of the tool with WordPress, concerns in the process, and tools utilized.