Tech Stack

AJAX
HTML5
jQuery
Magento Community
PHP 5

About Client

The client is a UAE - based multidivisional conglomerate with 27 companies. The group has a range of diverse product and business interests that predominantly include retail, construction, industrial and joint ventures with an active presence throughout the globe.

About Product

For a better management of business processes and streamlined the operations, the client wanted to implement CRM to manage two different business ventures that involve commercial furnishing solution provider as well as leading appliances and accessories store. The solution facilitated sales process, quote process, and project management with respect to specific business requirement linked to any of the two entities. CRM focuses on current and potential customers by various procedures, strategies, and analysis. It ultimately focuses on business growth by establishing a robust customer base and customer retention strategy.

before

The Challenges

before-ring

Effectual Management of Two Different Ventures

The client wanted to manage two entirely different segments with respectively different vendors, departments, and processes. Through the single platform, it was tough to segregate and manage two different user groups.

To address this challenge, our team created one universal module that further divided into two other entity-specific modules. The team resulted in developing of separate departments and user groups. Each user groups carried set of roles assigned to them. The structure allows managing any kind of requirements to be handled in respective sub-organizations for users.

Solution

The Challenges

Enhanced Quotation Management

The client wanted to enhance the quotation management processes that denote the verification of every quote before it further goes to the customer. The acknowledgment of the quote status associated with the users who are participating in preparation and verification. With the aim of enhancement of quotation management by understanding their existing system, Brainvire’s team took the opportunity to utilize the skills in order to simplify the processes.

Our team implemented a quote module that lets the user prepare quote for the customer. We also defined the different status of a quote with automated workflow so that the quote creation would automatically notify manager on email who can approve it on CRM, and automatically send it to the customer. This process fastens the verification system hence, the users can focus on other opportunities.

Effectual Management of Two Different Ventures

The client wanted to manage two entirely different segments with respectively different vendors, departments, and processes. Through the single platform, it was tough to segregate and manage two different user groups.

To address this challenge, our team created one universal module that further divided into two other entity-specific modules. The team resulted in developing of separate departments and user groups. Each user groups carried set of roles assigned to them. The structure allows managing any kind of requirements to be handled in respective sub-organizations for users.

Data Security Coping up with Existing System

Along with managing two different modules through a single platform, the data security considerably took the main aspect as a challenge. It was important to secure the CRM data and set accessibility of data limited to the departmental users only. Coping up with existing network architecture and security was tough as there should be no barriers while implementing security aspects.

Data security involves protection of data from unauthorized users and secure access of data. Our team ensured transparency of data by managing two security groups for each department in every sub-organization. The users in each group have only access to the information that is assigned to them.

Data Security Coping up with Existing System

Sales Process Enhancement

Through the implementation of CRM into the existing system, the client wanted to have an advanced system that can be able to increase business opportunities, lead generation and thereby ROI.

The excellent team of Brainvire ensured efficient processes and business operation that can be able to activate business growth. Our developers created complete sales pipeline that carries lead generation, follow-up, and set contact functionality. To get a real-time response and gain ‘customer satisfaction’, the team provided an option for running campaigns and events. Also, we have implemented sales cycle via different stages for qualifications, value proposition, and negotiation that ultimately decide whether opportunity would be a won or loss. As a result, the client is able to differentiate the increased number of leads and business opportunities.

Enhanced Quotation Management

The client wanted to enhance the quotation management processes that denote the verification of every quote before it further goes to the customer. The acknowledgment of the quote status associated with the users who are participating in preparation and verification. With the aim of enhancement of quotation management by understanding their existing system, Brainvire’s team took the opportunity to utilize the skills in order to simplify the processes.

Effectual Management of Two Different Ventures

The client wanted to manage two entirely different segments with respectively different vendors, departments, and processes. Through the single platform, it was tough to segregate and manage two different user groups.

Data Security Coping up with Existing System

Along with managing two different modules through a single platform, the data security considerably took the main aspect as a challenge. It was important to secure the CRM data and set accessibility of data limited to the departmental users only. Coping up with existing network architecture and security was tough as there should be no barriers while implementing security aspects.

Sales Process Enhancement

Through the implementation of CRM into the existing system, the client wanted to have an advanced system that can be able to increase business opportunities, lead generation and thereby ROI.

Enhanced Quotation Management

The client wanted to enhance the quotation management processes that denote the verification of every quote before it further goes to the customer. The acknowledgment of the quote status associated with the users who are participating in preparation and verification. With the aim of enhancement of quotation management by understanding their existing system, Brainvire’s team took the opportunity to utilize the skills in order to simplify the processes.

Result

Separated Business Module Managed by Single Platform
With the modular approach, distinguish, and accurate modules of two different business segments are efficiently managed through a single platform.
Streamlined Business Processes
Due to efficient CRM implementation, all transactions, requirements, and customer interactions are managed well.
Efficient Order Automation
Tracking of end-to-end order processing and automated task resulted in increased order and sales
Amplified Revenue Generation
With an identification of prospective customers and simplified business processes, business opportunities have increased and thereby improved ROI.

Product Screens

Client Testimonials

The CRM integration was successful, and 3 entities are currently using it. Brainvire's team is friendly and able to provide worthwhile suggestions due to experience, and their project management is straightforward. Overall, their planning and execution are impeccable.

Mr. Debasis Panda

Group IT Manager - Easag

170 Reviews

“They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.”

Mike Luhtanen

Founder, Creative LLC

1 year ago