Client

Industry: Others

One of our UK-based clients wanted a web-based software solution that can provide employees with the information and processes necessary to know their customers, understand and identify customer needs and effectively build relationships between the company, its customer base, and distribution partners. The client wanted this product to target specific market to assist organizations which can have following features.


Challenge

Client required a web-based lead management system. This system would provide employees with the information about their customers which will help them in identifying and understanding customer needs and effectively build relationships with the company. The lead management system aids the client in targeting specific markets and assist organizations.

Objective of the application is

  • Helps an enterprise to enable its marketing department to identify and target their best customers, manage marketing campaigns and generate quality leads for the sales team.
  • Guides the organization in improving sales and account management by optimizing information shared by multiple employees and streamlining existing processes.
  • Assists the formation of personalized relationships with customers. The aim is to improve customer satisfaction and maximize profits by identifying the most profitable customers and providing them the highest level of service.

Solution

CRM application features:

  • Activity dashboard
  • Contacts
    • Manage individual contacts
    • Manage companies
    • Group management
    • Import and export contacts & companies
  • Campaigns
    • Auto follow up
    • Draft email campaigns
    • Completed email campaigns
    • Add follow up and email campaigns
    • Form builder
  • Leads
    • Power search
    • Lead management
  • Opportunities
    • Power search
    • Opportunity management
  • Reports
    • Various sales filters
    • Monthly Sales activity break down
    • Cross selling matrix
  • Settings
    • Manage users
    • Drop down list manager
    • Customize company and contact profile
    • Currency management

Technology

  • Server : Microsoft Windows Server
  • Web Server : IIS
  • Programming Language : ASP.Net, Microsoft C#.net
  • Database : Microsoft SQL Server
  • Other Tools : FCKEditor

Result

Based on requirement we have created a web-based CRM application which is generating revenue by selling this product to multiple clients on a monthly subscription.

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