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Custom CRM Portal Development for Global Commodities Trading

tridhyatech.com

Mining

Trading & Financing

Challenges in Data Management and Reporting

Transamine faced difficulties managing large volumes of customer interaction data, project details, and business information. Complex data governance requirements and the need for customizable reporting capabilities to support informed decision-making posed significant operational challenges.

About the Client

Global commodities trading company established in 1953, specializing in nonferrous raw materials with operations across six continents

Objectives for CRM Development

Create a secure, scalable CRM platform for centralized data management
Implement comprehensive data governance framework
Develop customizable reporting system with multi-parameter analysis
Enhance client relationship management through streamlined data access

Core System Functionalities

Secure multi-tenant data storage with role-based access
Customizable report generation with dynamic filters
Project and client relationship tracking dashboard
Data governance workflow automation
Excel export functionality for analytical reporting

Technology Stack

Bootstrap

Laravel

MySQL

System Integrations

Legacy data migration tools
Third-party analytics libraries
Existing ERP systems

Non-Functional Requirements

High-volume data processing scalability
Enterprise-grade data encryption
Sub-second query response times
Cross-platform compatibility

Expected Business Impact

Implementation of the customized CRM portal will enable Transamine to streamline global data management operations, reduce reporting preparation time by 60%, enhance client relationship visibility, and improve strategic decision-making through actionable business intelligence.