Development of a NextGen Cloud-Based CRM to Enhance Order Processing and Market Insights for a Natural Health Products Provider

The client currently relies on outdated CRM systems lacking integration, scalability, and real-time insights, which hampers their ability to efficiently process orders, manage customer and product data, and execute targeted marketing campaigns. These limitations restrict growth, reduce operational agility, and impact customer experience.

A mid-sized company specializing in premium natural health products, serving healthcare professionals and health food retailers, aiming to improve order management, customer insights, and marketing capabilities.

• Increase daily order throughput and reduce order processing time by 30-40%.
• Provide a unified, real-time view of all orders, customer interactions, and sales data to enhance decision-making.
• Develop an agile, cloud-native platform that integrates seamlessly with existing enterprise systems and third-party tools.
• Improve user experience with a fluid, browser-compatible interface, ensuring faster load times (~2 seconds).
• Enable targeted marketing and promotional campaigns through integrated marketing platforms and analytics dashboards.
• Create customizable dashboards for sales, marketing, and operational performance analysis.

• Unified user management portal for staff and stakeholders.
• Order and credit management modules supporting multi-channel order processing.
• Product and pricing management with flexible promotion handling.
• Customer data management integrated with sales and marketing activities.
• Real-time dashboards for sales, CSR, warehouse, and operational performance analytics.
• Customizable reports and advanced JSON-based leadership insights dashboards.
• Integration with third-party tools such as contact centers, accounting, payment gateways, marketing platforms (e.g., email marketing, video conferencing), and mapping services.

• Customer support and ticketing platform for seamless issue management
• Financial and accounting systems such as QuickBooks
• Payment processing services like Moneris
• Marketing platforms including email tools and video conferencing
• Mapping and location services for delivery and logistics
• Workflow automation tools like Zapier

• High scalability to accommodate increasing order volume and user load
• Fast response times with webpage load times around 2 seconds
• Reliable uptime with enterprise-grade cloud deployment
• Secure handling of customer data and payment transactions
• Seamless integration with multiple existing enterprise systems

The new cloud-based CRM is expected to increase order throughput by up to 150%, cut order processing times by approximately 30-40%, enhance user experience with faster load times, and enable data-driven decision-making through advanced analytics dashboards. These improvements will support scalable growth, improve operational efficiency, and strengthen market presence.