SIMPLE CRM Custom
Description
Enhance customer relationship management processes within the organization.
Facilitate more efficient communication between employees and counterparts.
Elevate the level of analytics and reporting for strategic decision-making.
Phases
1.Analysis and Planning
Identify organizational business processes and needs related to customer relationship management.
Define requirements for functionality, including capabilities to handle users, counterparts, calls, employees, orders, and analytics.
Develop a detailed project plan, outlining resource allocation, timeline, and budget.
2.Design and Development
Create a user interface design with emphasis on user-friendliness and ease of navigation.
Develop a database structure for storing information about users, counterparts, calls, employees, orders, and analytics.
Implement functionality, including adding/editing/deleting records, data viewing and searching, process automation, and report generation.
3.Testing and Debugging
Conduct comprehensive testing of all system aspects to ensure alignment with defined requirements.
Identify and rectify errors and glitches in the program and user interface.
Prepare testing data and scenarios to verify functionality and performance.
4.Deployment and Training
Install and configure the CRM system on the organization’s servers.
Organize and conduct training sessions for employees on system usage.
Provide support and guidance to users during the initial adoption phase.
5.Monitoring and Optimization
Evaluate the effectiveness of the CRM system in relation to the set objectives.
Make adjustments to the system based on feedback and changing business processes.
Continuously monitor system performance, analyze data, and generate reports.
Technologies and Tools
1.Utilize modern development technologies and databases for stable and secure system operation.
Functionality to manage users, counterparts, calls, employees, orders, and analytics.
3.Capability to automate routine tasks, such as report generation, notifications, and reminders.
4.Integration with other systems, if required.
Tools:
1.Development tools for creating the user interface, such as HTML/CSS, JavaScript.
2.Database management systems (e.g., MySQL, PostgreSQL).
3.Programming languages (e.g., Python, Java, C#) for functional development.
4.Testing and debugging tools, along with version control systems (e.g., Git).
5.Server hardware and software for system deployment.
The Results
- Creation and successful implementation of a CRM system tailored to the organization's needs. Improvement in customer relationship management and internal communication. Enhanced business process efficiency and informed decision-making through analytics.
- Improved reporting and agility in responding to market changes. Satisfied employees and customers due to an enhanced interaction experience.
