Implementing a CRM-Integrated Contract Management System with Automated Sales and Marketing Processes

The client faces outdated operational models that hinder fast deal closure, decrease customer satisfaction, and limit scalability due to manual processes and disconnected systems. Legacy code and custom APIs complicate data synchronization with enterprise systems, impacting contract generation, order management, and real-time process visualization, leading to inefficiencies and reduced competitiveness.

A mid-sized security service provider offering guard assistance, surveillance, and access control, seeking to digitize and automate its sales and marketing workflows for increased efficiency.

• Streamline and accelerate sales and marketing workflows through integrated digital solutions.
• Develop a contract generation and management system tailored to different service types and post-signature modifications.
• Improve data synchronization between CRM and ERP systems despite legacy and custom API challenges.
• Enhance transparency and justification of pricing through process visualization tools.
• Implement a user-friendly UI for contract management and sales process oversight.
• Establish robust error logging and synchronization error handling to ensure system reliability.
• Enable comprehensive activity tracking, including email integration, performance metrics, and permission controls to improve security and operational insights.

• CRM-ERP data synchronization module capable of handling legacy and undocumented APIs.
• Contract generation engine supporting different logic for security equipment sales, bundled services, and guard services.
• Secure electronic signature integration with external signing platforms.
• Order management with version control and change tracking post-signature.
• Process visualization dashboards showing contract components, pricing steps, and impact of modifications.
• Custom UI built on modern web components for contract creation and management.
• Error logging services for tracking user/system errors and synchronization failures.
• Support for complex order requirements such as multiple locations, subcontractors, and special client instructions.

• ERP system synchronization for order and inventory data
• Electronic signature services for contract signing
• Email and calendar synchronization tools
• Marketing automation tools for activity tracking

• System should handle high-volume order processing with minimal latency.
• Data synchronization reliability with an error resolution mechanism.
• Security protocols to restrict access based on user roles and permissions.
• Scalable architecture to accommodate future growth in order volume and data complexity.

The implementation aims to reduce sales cycle time significantly, increase contract closure rates, enhance customer satisfaction through transparent process visualization, and improve overall operational efficiency. This digital transformation can lead to higher revenue, better data accuracy, and stronger competitive positioning.