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Fleet Management Device Assembly and CRM System Enhancement
  1. case
  2. Fleet Management Device Assembly and CRM System Enhancement

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Fleet Management Device Assembly and CRM System Enhancement

itcraftapps.com
Information technology
Logistics
Telecommunications

Challenges

Tronik PL faced challenges in efficiently managing car monitoring device assembly appointments, maintaining client relationships, and optimizing worker workflows. The lack of a centralized system hindered reporting, sales processes, and overall operational comfort for both employees and clients.

About the Client

A Polish company specializing in vehicle monitoring solutions, including device production, assembly, and fleet management software, serving businesses seeking fleet optimization.

Objectives

  • Develop a comprehensive CRM system to manage assembly appointments and client interactions.
  • Optimize worker workflows for assembly processes.
  • Improve reporting capabilities for assembly activities.
  • Streamline sales processes related to device assembly.
  • Enhance client communication and satisfaction.

Functional Requirements

  • Appointment Scheduling and Management
  • Client Relationship Management
  • Contract and Subscription Management
  • Issue/Problem Tracking
  • Photo Documentation & Storage
  • Reporting & Analytics
  • Client Portal (Invoice & Financial Tracking)
  • Integration with Optima ERP

Preferred Technologies

Java (Backend)
Angular (Frontend)
Android Java (Mobile App)

Required Integrations

  • Optima ERP

Non-Functional Requirements

  • Scalability to accommodate future growth
  • Security to protect sensitive client and device data
  • Reliability and high availability
  • Performance for efficient data processing
  • User-friendly interface (UI) for both web and mobile applications

Expected Business Impact

The CRM system is expected to improve operational efficiency by streamlining assembly processes, enhancing communication with clients, and providing better insights through reporting. This will lead to increased customer satisfaction, improved sales effectiveness, and optimized resource allocation, ultimately contributing to Tronik PL's continued growth and success.

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