Internal process automation through custom CRM development

Internal process automation through custom CRM development

31 Mar · 1 min read

Challenge: Upon approach, the company lacked a clear, centralised solution for all internal company processes. They would keep records in multiple spreadsheet documents and third-party storage solutions, which would often lead to missed payments and poorly managed customer relationships, all this impacting the bottom line.

Solution: We engineered and implemented a customer relationship management solution designed to centralise and simplify their complex sales process. Through the platform, AC1 accelerated its growth and overall productivity levels.

User Group: AC1 Construction Ltd is a dynamic construction company based in Harrow. With a turnover of over £5 million, they gained a reputation throughout North West London and across the UK as a progressive and innovative market leader. Aside from construction projects, they also specialise in facilitating training and qualification courses for industry professionals.

Client Name: AC1 Construction Project Duration: 6 months
Industry: Constructions Services: UI/UX Design, Web Development
Vertical: IndustrialTeam Size: 3-5
Company Size: 11-50 employeesTechnology Stack: Larave, lVueJS 2, MySQL

Key Project Features

Searchable Customer Register

We created individual customer profiles containing contact information, purchase history, and other relevant details. Based on the data, this feature allows users to quickly search for customers based on multiple criteria such as name, location, or course completion status. 

Automatically Generated Financial Statistics

The CRM solution provides real-time financial insights, including sales data, payments, and customer trends, to help the company make informed business decisions.

Schedule and Status Management System for Courses

Management made simple for training and qualification courses with a focus on scheduling, enrolment and course completion. 

SMS Manager Integration

This feature integrates the CRM platform with an SMS manager, allowing the company to send automated text messages to customers to keep them informed of important updates and changes.

Our Main Challenge

Analysis and understanding of internal company process

The biggest challenge throughout this process was understanding the internal company processes we had to build around. 

Our team spent many hours on individual interviews with AC1 Construction employees to determine the project requirements. Most employees understood their own attributions, but the company processes were very brief and, therefore, hard to build upon.

The most challenging part was piecing together all the pieces of the puzzle to get a clear perspective that we could build upon. 

Project Synopsis

The created platform provides a clear and centralised solution to manage customer relationships and internal processes, enabling the company to streamline its operations and improve its overall customer experience. Through it, AC1 Construction has transformed its customer relationship management process and improved its bottom line.

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