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Legacy CRM System Redesign and Modernization
  1. case
  2. Legacy CRM System Redesign and Modernization

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Legacy CRM System Redesign and Modernization

triare.net
Advertising & marketing

Challenges with Legacy CRM

Indigo's existing CRM system, built in 2006, has become complex and confusing due to gradual feature additions over time. Users report a need for a more intuitive and user-friendly interface. The system lacks modern features and efficient email distribution capabilities, hindering sales process improvements.

About the Client

Indigo is a marketing company seeking to modernize its existing CRM platform to improve user experience, add new features, and streamline email distribution.

Project Goals

  • Redesign the CRM system with a modern, intuitive user interface.
  • Improve user experience and ease of navigation.
  • Implement new features to enhance sales process efficiency.
  • Modernize email distribution capabilities.
  • Develop a scalable and reliable CRM platform.

System Functionality

  • Improved Dashboard
  • Automatic Report Generation
  • Subscription Widget
  • Bespoke Design
  • Enhanced Email Distribution (Frontend & Backend)
  • Web Extension Integration

Technology Stack

Java
React JS

Integrations

  • Existing backend system

Non-Functional Requirements

  • Scalability
  • Performance
  • Security
  • Reliability
  • Usability

Expected Business Impact

The project is expected to deliver a significant improvement in user satisfaction, leading to better process adherence, increased sales productivity, and ultimately, higher revenue. The redesigned CRM will provide a more powerful and intuitive experience for Indigo's users.

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