• About
  • UI/UX
  • Key Challenges
  • Our Solutions
  • Our Approach
  • Technology
  • Testimonial
  • Key Results

About Project

For over 20 years, our client has tailored protection and warranty services to meet customer needs, eliminating extra fees.

They prioritize diverse payment options, empowering customers with flexibility and avoiding undue commitments for desired services.

Customized Warranty Services

Business

North America

Location

Business Goal

Our goal was to enhance operational efficiency in the insurance firm catering to smartphones, computers, TVs, tablets, autos, and home warranties. Focused on cost-effectiveness, we aimed to optimize CRM for seamless customer relationship management.

Project Highlights

  • Mobile app
  • UI/UX
  • Payment gateway
  • CRM integration
  • Digital marketing
Portfolio

Enhanced UI/UX Experience

Crafted for efficiency, our CRM boasts a user-friendly interface for multitasking. Features include diverse product planning, simplified checkout, and more on a single screen.
everything breaks improved efficiency

Key Challenges

Managing Diverse Plans

Coordinating daily products for seamless operations posed a risky task, ensuring smooth sync without disruptions.

Two-Way Sync

Automated syncing of website-CRM data saved time, instantly updating WordPress contacts in CRM.

Roles and Responsibilities

Establishing clear roles was the initial hurdle in structuring their sales team effectively.

Complex Existing System

We conducted meticulous research to enhance our approach to understanding the complex needs of the present system.

Our Solution

Customized solutions are crafted to meet the distinctive needs of each individual customer.
CRM Development1

Elevated User Experience for Dynamic Engagement

Our CRM experts meticulously tailored the product module of the CRM system, implementing customizations to elevate the user experience, ensuring a dynamic and captivating interaction for enhanced engagement.

CRM Development2

Real-time Data Synergy for Enhanced Efficiency

Our expert team established a robust system, seamlessly synchronizing WordPress and CRM. This integration guarantees real-time cohesion of customer data, leads, orders, and notes, enhancing overall efficiency and user experience.

CRM Development3

Efficient System Optimization to Streamline Operations

Through thorough analysis and team collaboration, we devised an enhanced system. Assigning specific responsibilities to individuals streamlined operations, eliminating the need for extensive training on organizational tasks, ultimately saving valuable time.

CRM Development4

Tailored Solutions for Business Alignment

Our skilled team conducted thorough client consultations, delving into requirements and system intricacies. This enabled us to make well-informed decisions tailored to support and effectively align with their business objectives.

Our Approach

Executing these strategies successfully produced the intended outcomes in crafting the website.

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Optimization

Systematically streamlined CRM operations, ensuring seamless management of diverse insurance categories, from phones to home warranties.
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Cost-Effective

Developed tactics to enhance operational efficiency to maintain cost-effectiveness, allowing the insurance firm to maximize resources.
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Product-Centric

Tailored CRM optimization to align with the unique needs of each product category, ensuring specialized and effective CRM.
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Operational

Implemented an approach to operational efficiency, addressing concerns across home warranties to achieve comprehensive improvements.

Technology Stack

Cloud

AWS
AWS

Framework

AWS
AWS

Programming Language

AWS
AWS

CRM

AWS
AWS

Project Management

AWS
AWS

Database

AWS
AWS

Operating System

AWS
AWS

License

AWS
AWS

Key Achievements

Streamlined Product Variety

We ensured quotes included details and payment options for selected product plans.

Optimized Sync

WordPress-CRM sync boosted market share, streamlined processes, and reduced admin workload.

Duties Module

Optimized employee roles with tailored CRM modules, ensuring efficient and seamless meeting of user needs.

Simplified System

We simplified a complex system into an effective CRM, aligning with their business needs.

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Here's the CEO Brandon's perspective on our multiple services:

"Brainvire consistently surpasses expectations by finding solutions for every challenge I've presented. Their ability to set clear project expectations and steadfastly commit to them and an efficient project management team ensures a seamless and successful process."
Everything Breaks

Everything Breaks

CEO

I haven't come up with something that Brainvire wasn't able to find the technology for. Brainvire sets the expectations of a project and then commits to them. Their project management team made the entire process smooth.
Everything Breaks
Verified On Clutch

5Rating

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