Customer Relationship Management System

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About Customer

The client offers various software solutions that help the companies to strategize their business to elevate its relationship with their customers. They specialize in providing the best range of Point-Of-Sales systems along with the other services in the sector of E-Commerce, Branding, Graphic Design, and Web Design. It is also active in Mobile Application Development and Search Engine Optimization Activities.

Challenge

The presence of huge set of customers necessitates the need for managing them efficiently so that the business attains maximum advantage. The client needed a system that could manage its relationship with customers as well as handles the complete customer lifecycle which would make the functioning of each department seamless. There was a need of a sustainable solution that would serve the in-house sales team requirements. The other challenge the company was facing was to have a proper channel to reach out to other companies to generate awareness about the robust CRM systems hence developed and ultimately sell them to generate greater revenue.

Solution

Customer relationship management system along with the web based SaaS solution would make the client capable to cope with the ever changing requirements of its customers. As a resolution to this, iFour Technolab Pvt. Ltd., a leading custom software outsourcing company in India, built a robust and sustainable solution with following features in the system:

• Custom initiation subsystem for companies

  This functionality facilitates to create profiles according to the role each unit plays. The company gets its customized and personalized login area through this module.

• Contact Management Module

  This module is responsible to manage profiles of multiple companies along with their contacts.

• Sales Communication Module

  This feature enables the sales team to manage sales activities such as calls, task schedule, scheduling meetings and emails.

• Communication system

  The communication system lets the sales team to manage its online messaging activities. In this system the tracking of the tasks is also possible.

• Task Management solution

  The task management solution manages the complete life cycle of tasks. The audit trails are also maintained which makes the tracking easier hence improving the performance.

• Call Organizing Subsystem

  The complete cycle of calls along with audit trail are maintained and managed under this subsystem.

• Notification System

  This system automates the process of raising notifications and reminders.

• Sales Lifecycle Management Module

  Sales lifecycle management module manages complete sales cycle starting from lead generation, quotation management through sales victory. This module keeps audit of all activities performed for a contact.

• Loyalty and Commission Module

  Enhanced loyalty and commission module manages commission structure of the sales team.

• Enhanced and customized reporting module
• Interactive dashboard

  The interactive dashboard functionality provides handy and timely information.

• Access Control System

  This system implements role based access to all the users.

• Licensing Module

  Robust licensing module allows authenticated and legal use of the system.

Technology Used

Type	Website
Web Server	Apache
Programming Language	PHP 5.x
Database Management Server	MySQL
Client Technology	JavaScript, JQuery, AJAX
Version Control	SVN

Conclusion/Results

iFour Technolab Pvt. Ltd. delivered a successful and sustainable software to the customer. Many companies are using this CRM system to maintain and manage records of all the details of the customers which enable the companies to retain their relationship with customers efficiently. This leads to an elevated customer experience with the company which in turn improves the ROI for the company. The solution provided by iFour Technolab Pvt. Ltd. manages the complete sales life cycle to stand up in global market with greater competency.