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Revolutionizing Customer Relationships: A CRM Enhancement Story
Overview
Our client is a leading foods and beverages company in North America. The client relied heavily on a custom CRM to improve sales processes and productivity. However, they faced significant challenges in tracking interactions, managing leads, and generating meaningful insights due to the limitations of their existing application. They needed a single source of truth to capture real time details, reference points, and also historical data. Our client partnered with us to create advanced capabilities such as dashboard controls, customizable scorecard editing, email notifications, and lead integration. This empowered their project leaders with full control and visibility of data and workflows.
Use Case
Our client was working with a custom CRM solution. As the business evolved and the sales team expanded, the solution fell short in terms of analytics, visualization of data, reporting, ability to create widgets, custom data fields, and business specific workflows for sales teams. As a result their sales teams and stakeholders grappled with the need to track interactions efficiently. What they needed was a centralized system to capture conversation data, reference points, historical communication data, and integration with their inhouse reporting tools and software like QuickBooks.
Our Solution
The team at Aascent InfoSolutions has extensive experience and business understanding in the development of CRM solutions. We understood the gaps in the existing system and the specific pain areas that the clients team were facing. Our solutions expert worked on a comprehensive CRM enhancement project to align with the client’s specific needs. We implemented new capabilities, dashboards, widgets, and more to capture conversation data, track interaction history, and integrate seamlessly with their existing applications. Above all, we migrated the CRM application to an AWS instance to ensure scalability, reliability, and data management.
- Creation of new user accounts.
- Assignment of roles and permissions to users.
- Management of user access levels.
- Viewing, analyzing, and customization of dashboard layout and preferences.
- Accessing summary reports and analytics.
- Adding and updating prospects in the database.
- Associating prospects with relevant contacts.
- Creating and assigning opportunities to team members.
- Tracking progress and stages of opportunities.
- Editing and setting criteria for scorecards.
- Generating reports based on scorecard data.
- Generating forecasts and analyzing sales trends.
- Monitoring sales performance against targets.
- Setting up automated email notifications for important events.
- Customizing email templates.
- Inserting and integrating prospect forms into the CRM database.
- Establishing and analyzing relationships between prospects and opportunities.
- Viewing rankings and monitoring performance metrics.
- Fostering competition among users.
- Uploading prospect databases and managing database organization.
- Monitoring system usage and performance.
Additional Features
- LDR Dashboard: Comprehensive control over explore, opportunity, prospect, activity, and lead tables.
- Get Opportunities DB Enhancement: Incorporation of Prospect Data into the database.
- LDR Chart Data: Visual representations for better analysis and decisionmaking.
- Opportunity Prospect Relationship Creation: Facilitation of seamless data integration.
- Email Notifications API: Ensuring timely updates and communication within the system.
Technology Stack
- Front end: React with MaterialUI (MUI)
- Backend: Node.js (Nest.js)
- Database: PostgreSQL
Engagement Benefits
Single source of truth
Centralized platform for managing sales processes and tracking customer interactions. The migration to cloud improved collaboration, scalability and security of their database.
Improved lead management
Sales representatives and stakeholders gained clear visibility into pipelines allowing for better lead management and prioritization.
Customer relationships and retention
With accurate and up to the minute information, the client experienced improved customer satisfaction and proactive communication.
Enhanced reporting and analytics
Data led decision making driven by dashboards, reporting tools, and incisive insights.
Improved efficiency and productivity
Streamlined workflows and improved efficiency in managing customer relationships resulting in better outcomes.
"We partnered with Aascent InfoSolutions as they came highly recommended for their custom application development projects. Their team understood our business model and problem areas from the get-go, implementing advanced features to empower our leadership with full control and visibility of data and workflows. The migration to an AWS instance ensured scalability and reliability, giving us confidence in the system's performance. Now, with the enhanced CRM solution, we have a single source of truth for managing our sales processes and tracking customer interactions."
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