Development of a Web-Based CRM System to Optimize Sales and Customer Relationship Management

The client faces difficulties in efficiently managing multiple ongoing projects, maintaining comprehensive customer information in a centralized location, and reducing onboarding and process handling times, especially when team members are absent. These issues hinder quick decision-making, personalized customer engagement, and overall sales effectiveness.

A mid-sized consulting and service company specializing in employee engagement, gamification, and motivational workshops seeking to streamline sales processes and improve client relationship management.

• Reduce onboarding time for new sales employees by at least 3 times.
• Decrease overall sales process handling time by over 50%.
• Create a unified, accessible repository of customer data, including contact history and service history.
• Enable quick status updates and seamless communication across sales and support teams.
• Improve customer satisfaction through personalized interactions and faster response times.

• Web-based interface compatible with desktops and mobile devices.
• Customer profile management including contact history, communication logs, and previous service orders.
• Project and case status tracking for ongoing client work.
• Secure login with role-based access control for sales, support, and management staff.
• Search and filtering capabilities to facilitate quick data retrieval.
• Activity and interaction history logging for personalized customer engagement.
• Intuitive user interface optimized for usability based on sales management best practices.

• Customer data sources or existing databases for data migration.
• Email and communication tools for interaction logging.
• Authentication systems for secure access.
• Potential API integrations with other internal business tools.

• Web application must be accessible on all common mobile devices and desktop/laptop browsers.
• System should handle concurrent users efficiently with minimal latency.
• Data security and privacy measures to protect sensitive customer information.
• Zero-cost data migration for existing customer data and contacts.
• System availability with at least 99.5% uptime.

The new CRM system aims to significantly speed up onboarding and sales processes, by reducing process handling times by over 50% and enabling a threefold increase in new employee integration speed. It will centralize customer information to facilitate personalized engagement, resulting in higher customer satisfaction and loyalty, and ultimately support the growth of the sales pipeline and operational efficiency.