Custom CRM Development Background
The client’s initial request was to adjust or rebuild an existing MySQL and PHP application that was tracking incoming calls, employee work and vacation time. They would like to create a business process automation platform able to support all their back-office management. The company approached the Corpsoft.io team to analyze their application, which performed incorrectly, as well as to address issues and improve the system.
Previous developers had failed to complete the project and demanded a fee. The company considered two solutions: to fix the current errors and implement further phases, or to rebuild the application from scratch. After an assessment of the code base identified that the code structure was in a low condition, the company decided to completely rebuild the application from scratch to avoid future risks and financial losses.
CRM for Business Process Automation Description
My Office Help is a virtual solution that provides scheduling, dispatching, customer relationship management, marketing, business coaching, social media management, web design, and graphic design support for the home service industry. Following the company owners’ request, we created a universal CRM that allows the management of all business operations via a single application with the ability to integrate with other services, able to support all current company services in the future. The platform includes features such as employee time tracking, call data tracking, booking conversion rates, vacation/time off pay tracking, etc. Multiple roles are available for the platform to function properly, such as owner, administrator, team leader, CSR, and client.
Custom CRM Development Challenges
Сorpsoft.io researched and implemented a temporary alternative for the company using external ready-made solutions, which allowed to save internal processes for the customer team during the development of the first phase.
There were a few challenges that we faced while working on the custom CRM. First, our team had the challenge to migrate a large amount of data from an outdated system that was chaotically grouped due to the incorrect architecture by previous developers. We did our best to transfer this data to a new back office management platform with a new architecture and no losses.
The second challenge was to create complex, multi-variant reports that combine large amounts of data generated by the company in a fast and easy-to-use form. This challenge was solved by creating dynamic and flexible exportable reports capable of generating documents in PDF, Excel, CSV, or Straight Print. This made it possible to speed up the processing of statistics as well, without having to spend up to 10 hours on processing before.
The third challenge was to integrate the new data storage and management system into the company’s regular processes with minimal employee entry time. Our team carried out detailed planning of the CRM’s architecture, navigation, and an intuitive layout to make it easier for users to understand. As a result, we created a user-friendly workspace for filling out tables and forms with the ability to store huge sheets of data and documents related to the platform. We added the ability to operate the system in real-time without the regular need to update the page, too, to make it easier to work and use.
The last challenge was to create a streamlined onboarding process. The candidate tracking system was created from scratch directly in the application. This allowed the company to move away from Indeed and have its own internal candidate tracking system. There is also a convenient function of signing documents right on the platform, which allows the company to fully automate the onboarding process.
Value Provided by Custom CRM System Development
Key benefits of the new system included fast data processing, increased transparency within the company, having all the necessary tools in one place, and making the company’s work more transparent to customers by introducing personalized customer accounts in their personal profiles, which helped increase customer loyalty. An onboarding process was also added.
We also introduced a streamlined onboarding process, leading to significant cost savings. The efficiency gains achieved through this platform enabled the company to save an estimated $200,000 per year. In addition, they received a lot of new orders from people who used the platform, which is significantly ahead of the competition.
Client’s feedback
Check out what our client shared as his feedback:
