Enterprise CRM System Development for a Global Software Engineering Firm

The client relies on an outdated on-premises CRM with numerous customizations that are difficult to maintain and upgrade. The system lacks seamless integration with corporate platforms, has limited mobile support, and does not leverage modern SaaS capabilities, thereby hampering efficiency, data consistency, and user experience.

A large, international software development company with extensive client interactions and complex sales processes, seeking a modern, scalable CRM solution.

• Implement a scalable, cloud-based CRM platform utilizing out-of-the-box features with minimal customizations.
• Streamline sales and lead management workflows to improve transparency and reduce lead qualification time.
• Enhance data integration with internal corporate systems and document management platforms.
• Ensure mobile functionality with secure access to CRM data on various devices.
• Reduce system downtime during data migration and deployment processes.
• Achieve better analytics and reporting capabilities to support strategic decisions.

• Dashboard aggregating real-time notifications, tasks, recent records, and collaboration feeds.
• Account and contact management for all client information and related project data.
• Lead creation, qualification, and lifecycle management with automated conversion to opportunities.
• Opportunity tracking with customized stages and associated revenue tracking, including custom entities for upselling and external questionnaires.
• Task and calendar features for activity planning and meeting scheduling integrated within the platform.
• Analytics dashboards and reporting tools for in-depth data analysis and insights.
• Secure document storage linked with internal document management systems, supporting automatic synchronization and collaborative editing.
• In-system communication channels for team collaboration and customer engagement.
• Customizable evaluation and quality assessment modules for internal service quality monitoring.
• Lead qualification automation based on predefined business rules.

• Document management system for seamless file storage and retrieval.
• Internal automation tools and BI systems for unified data analysis.
• Existing customer databases and legacy systems for data migration.
• Collaboration platforms such as SharePoint or equivalents.

• High availability and scalability to support a global user base.
• Secure user authentication and role-based access control.
• Minimized system downtime during data migration, ideally within a defined maintenance window.
• Responsive mobile support ensuring usability on various devices with security considerations.
• Performance optimization for real-time data processing and reporting.

The new CRM system is expected to significantly streamline sales workflows, improve data accuracy, and enhance user engagement. These improvements aim to reduce lead qualification time by a measurable margin, enable in-depth analytics for strategic decision-making, and facilitate seamless collaboration across departments, ultimately increasing sales efficiency and client satisfaction across the organization.