CRM Implementation To Manage Multidivisional Enterprise Processes

Challenge: 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.

Solution:

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.

Challenge: 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.

Solution:

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.

Challenge: 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.

Solution:

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.

Challenge: 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.

Solution:

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.

Challenge: Active Directory

The client has active directories in the existing system and they were looking to use same credentials in CRM for any user login process.

Solution:

To bring an apt solution for this, we mapped existing active directory with CRM. This process resulted in enhanced security check as the user should be available on CRM as well as in active directory. Covering secure and authenticated login process, the team came up with the appropriate solution to solve the challenge.

Challenge: Well-organized SAP Integration

For efficient management, the client wanted to integrate SAP with CRM. Integrating SAP with CRM needed apt synchronization and structured planning along with the managed business transactions.

Solution:

The proficient team of Brainvire integrated SAP with product, account, and project modules of the CRM. With the real-time synchronization between both the platforms, the comprehensive analysis and report generation became possible hence making the system perfectly capable of identifying next profitable actions.