The client had already had its own CRM system for several years, but it had failed to improve customer relations and did not have a positive impact on employee efficiency. The client's team members were still using traditional communication solutions - the reason was inconsistency, difficult and illogical sales paths and lack of mapping of the company's structure. The main goal of the project was to create new software and transfer data from the company's current CRM system to a completely new solution. Britenet's UX team was also involved in the process, working on the visual layer of the project, conducting research and interviewing the target users of the system.
After the implementation of the basic version of the CRM system, it was stabilized, adjusting inconsistencies located by us or reported by the customer. A Redmine tool for problem tracking and project management was introduced to improve information exchange with the customer.
A single coherent system was created to collect information about the company's potential and new customers. It allowed a complete sales process - from the first visit to the customer to the completion of installation work. The system organizes the activities of the sales and partner network and the circulation of information within the company. In consultation with the client, a work plan was prepared to expand the system with new functions and prepare changes to the appearance of the CRM - taking into account the company's corporate identity book.
Among other things, the implementation of the company's proprietary CRM system made it possible to collect information about potential and new customers of the company and to carry out a complete sales process from the first visit to the customer until the completion of installation work. In addition, it was possible to organize the operation of the sales and partner network and the circulation of information within the company.
The basic version of the CRM system built for green-energy allows the realization of basic business objectives. Thanks to the new solutions, it has become possible to improve the quality of customer relations, as well as to improve internal processes, streamline communication and increase conversion rates of potential customers.
Together with the client, a work plan is being developed to expand the system with new functions that will enable the company to achieve further set goals and make further modifications to the visual layer.
Technologies and tools used
Java 11, PostgreSQL, Docker, Kubernetes, Spring, Test Containers, React, Formik and Ant Design