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CRM Integration for One Point Management for HVAC
Our experts integrated Odoo with several other platforms to give the client a 360-degree view of their leads, crucial data, and automated sales tasks.
About Project
The client approached us to create an all-in-one platform to track leads, sales, automate follow-ups and other time-consuming tasks, and curate marketing data for their three websites. The goal was to boost the overall efficiency of customer interactions by reducing time-consuming tasks. They wanted to leverage our Digital Solutions for Jewelry Business to make their website user-friendly.
What we did
We deployed our retail ecommerce solutions to help the client effectively manage their sales, leads, and customers across websites. To facilitate this, we integrated Genesys, a contact center software that creates personalized customer experiences with Odoo. Additionally, our experienced developers integrated Intercom, an omnichannel conversational platform that helps to build customer relationships. In addition to creating single-point access for the sales and marketing personnel to track leads, sales, and crucial customer data, we automated several marketing tasks to save time further.
Platform/OSWeb
CategoryRetail
Case StudyView Now >
Tech Stack
Acumatica Connecto
Amazon
Apache 2.0 Handler
AWS
Braintree
CSS 3
DevOPS
elasticsearch
Facebook
Fastly CDN
Genesys
HTML
Intercom
JavaScript
Jira
MailChimp
MySQL
NGINX
Odoo
PHP 5
PostgreSQL
RabbitMQ
Redis-Cache
Symfony
Zend Framework
Features
01
Increase in Return on Investment Integrating Odoo with Genesys helped create remarkably personalized customer experiences and saved users’ time, thereby fuelling the company’s ROI.
Highlights
Our experienced team of developers integrated Odoo with platforms like Genesys and Intercom so that the users can manage client leads, sales, and customer activities from a single place. Additionally, our integrations created a delightful shopping experience for buyers to transform them into loyal customers. This one-point management of 3 websites’ leads, automation of customer follow-ups, and several other marketing tasks boosted the business’s efficiency.
Client Testimonials
Communication is their strength, especially for me as I’m a non-technical founder. The team knows their own strengths and weaknesses, using them to excel at their work. Brainvire Development does not shy away from challenges and has been able to meet all requirements set before them, no matter how difficult. Over time, we developed interpersonal relationships and considered them part of our team. I was impressed with the work we were able to produce with them
Kevin Brock
Owner - HVAC DirectPowered by Clutch
181 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.”
