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Unified CRM Platform Development for Business Scalability
  1. case
  2. Unified CRM Platform Development for Business Scalability

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Unified CRM Platform Development for Business Scalability

lexis.solutions
Logistics
Business services
Retail

Inefficient and Siloed Systems

Onno Plus experienced inefficiencies due to disparate systems for order management, sales, and customer support. This lack of integration hindered collaboration, data visibility, and the ability to track key performance indicators across teams. Inefficient order management and limited functionality in the existing order system further impacted operational speed and customer experience.

About the Client

Onno Plus GmbH is a logistics company specializing in [details missing from case study, but inferred to be a service offering to customers]. They operate with multiple teams (sales, support) and require a scalable system to manage customer interactions, orders, and support requests.

Key Project Goals

  • Develop a unified, scalable CRM platform to centralize customer data and streamline business processes.
  • Improve collaboration and coordination between sales and support teams.
  • Increase operational efficiency by automating key workflows.
  • Enhance customer experience through improved data access and faster response times.
  • Provide a foundation for future business growth and scalability.

Core System Functionality

  • Sales Force Automation (SFA)
  • Customer Support Ticketing
  • Order Management System
  • Reporting and Analytics
  • Customer Data Management
  • Workflow Automation

Technology Preferences

CRM Platform (e.g., Salesforce, Microsoft Dynamics 365, Zoho CRM)
API Integrations
Cloud-based infrastructure

Required Integrations

  • AIrcall
  • Gmail
  • Google Maps
  • Other relevant business tools (e.g., accounting software, shipping providers)

Non-Functional Requirements

  • Scalability to accommodate future growth
  • High performance and responsiveness
  • Data security and compliance
  • User-friendly interface
  • Reliability and availability

Expected Business Impact

This project is expected to deliver a significant return on investment, including a substantial increase in sales (projected 210%), faster order processing (projected 99.8% improvement), and increased workforce capacity (projected 216% increase in headcount efficiency). The unified CRM platform will serve as the foundation for sustainable business growth and operational excellence.

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