Development of a Custom CRM and Logistics Optimization Platform for a Large-scale Water Delivery Service

The client faces inefficiencies in their delivery and customer management processes due to reliance on outdated systems, leading to high operational costs, slow delivery times, and limited scalability. They require a centralized platform to automate call center operations, streamline order management, and optimize delivery routes to enhance service speed and reduce costs.

A large water delivery enterprise serving thousands of clients daily, seeking to improve customer relationship management, operational efficiency, and delivery cost reduction through technological enhancements.

• Implement a custom CRM system to replace legacy solutions, enabling accurate and efficient customer data management.
• Automate call center workflows to improve responsiveness and reduce manual processing.
• Develop an order management system supporting various subscription plans and delivery schedules.
• Create a route optimization platform to decrease delivery costs by up to 50%.
• Enhance delivery speed by approximately 30%, ensuring swift and reliable service.
• Increase user adoption, aiming to onboard over 75,000 platform users.
• Improve client satisfaction, targeting at least 95% positive reviews.

• Data migration script for transitioning existing customer data into the new CRM system.
• Custom CRM with data overwriting capabilities to ensure seamless data transfer.
• Automated call center workflows for efficient customer support.
• Order management module supporting subscription plans with categorization (e.g., bottled water types).
• Delivery scheduling calendar with real-time updates and user notifications.
• Route planning algorithms to optimize delivery sequences and reduce operational costs.
• Payment system supporting multiple credit card types, including bank-specific custom cards.
• User interface with visualized phone/order data, easy navigation, and delivery request functionalities.
• Mobile application support for on-the-go order tracking and management.

• Payment gateways supporting primary and secondary credit card processing.
• Existing CRM or data sources requiring migration or data overwriting.
• Delivery scheduling and route optimization APIs or modules.

• System scalability to support growth beyond 75,000 users.
• High performance for route calculations and customer interactions, minimizing delays.
• Security measures to ensure safe handling of sensitive customer and payment data.
• Reliable testing procedures to ensure a smooth transition to the main server without data loss.

The implementation of the customized CRM and logistics platform is expected to cut delivery costs by 50% through route optimization, boost overall income by up to 45%, and enhance delivery speed by approximately 30%. Additionally, the platform aims to serve over 75,000 active users, significantly improving customer satisfaction with an estimated 95% positive review rate, thereby strengthening market competitiveness and operational efficiency.