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Development of a Virtual Reality-Enabled CRM Platform for Enhanced B2B Customer Engagement
  1. case
  2. Development of a Virtual Reality-Enabled CRM Platform for Enhanced B2B Customer Engagement

Development of a Virtual Reality-Enabled CRM Platform for Enhanced B2B Customer Engagement

seven-pro.com
Business services

Identifying Challenges in Modern Remote B2B Customer Interactions

The client faces the need to facilitate constant, rapid updates and scalable interactions within their customer relationship management system. Their existing platform struggles with sluggish performance during updates and complex event tracking, hindering seamless online meetings and negotiations, especially in a remote, digital setting.

About the Client

A mature enterprise specializing in B2B solutions seeking to revolutionize remote customer interactions through an integrated virtual collaboration environment.

Goals for Developing an Advanced Virtual Collaboration CRM System

  • Build an integrated platform enabling personalized virtual sales and collaboration environments for B2B clients.
  • Implement a large, sophisticated admin interface to monitor user actions and event tracking efficiently.
  • Enhance user onboarding and registration processes to improve familiarity and streamline access.
  • Optimize platform performance to ensure consistent loading speeds across all features and pages.
  • Support scalable, real-time data handling suitable for evolving customer interaction volumes.

Core Functional Specifications for the Virtual Reality CRM Platform

  • Personalized virtual sales rooms for engaging presentations, meetings, and negotiations.
  • Advanced admin panel for tracking user actions, events, and interactions.
  • Simplified user registration and onboarding UX to facilitate ease of familiarity.
  • Real-time data synchronization and event management capabilities.
  • Scalable architecture to support rapid updates and platform growth.
  • Optimized loading speeds across all pages and features to enhance user experience.

Recommended Technologies and Architectural Approaches

React
Next.js
Node.js
Express
MongoDB
React Context

Necessary External Systems and Data Integrations

  • User activity and event tracking services
  • Authentication and registration systems
  • Real-time communication protocols or APIs
  • Performance monitoring tools

Performance, Security, and Scalability Requirements

  • Consistent loading speeds across all pages, optimized for large data loads
  • Ability to handle rapid platform updates and scaling without performance degradation
  • High security standards for user data and event information
  • System availability and reliability suitable for real-time customer interactions

Anticipated Business Benefits from the CRM Platform Enhancement

The new virtual collaboration CRM platform aims to streamline remote B2B sales and negotiation processes, providing a unified workspace that consolidates all necessary resources. Expected outcomes include improved user onboarding, real-time event tracking, scalable performance, and quicker decision-making, leading to enhanced customer engagement and increased revenue opportunities for the client.

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