Case: CRM in ERP

Client

CLIENT

The client's conglomerate included 17 companies that had to use 11 separate software products, which significantly complicated work processes and made them longer. Since the client’s business was constantly expanding, it needed a comprehensive CRM solution for sales managers, marketing managers, contact center managers, and department managers. It would automate these processes and minimize the influence of the human factor on the financial side of working with contractors and contracts.

Industry:

Oil & Gas

Location:

USA

Services used:

ERP SoftwareERP Software

CRM DevelopmentCRM Development

Goals and objectives

The resulting custom CRM SaaS software had to:

01/

create and maintain a common client base, contact persons, and contact data within one environment to ensure quick access to it at any time;

02/

introduce standardization of work with clients thanks to the creation of clear interaction processes and registration of all incoming and outgoing contacts;

03/

improve the quality of customer service and, as a result, increase sales efficiency and customer loyalty;

04/

ensure effective use of the marketing system;

05/

customize according to client needs;

06/

have a convenient interface with the ability to adapt UI/UX to the end user;

07/

provide functionality for creating and assigning tasks for company employees;

08/

comply with GDPR and the NIST security standard;

09/

be able to be used both within the client’s companies and sold on a subscription basis to partner companies in the EU.

Solution

SOLUTION

Our team was aimed to build a comprehensive SaaS CRM software that would cover all the company’s business processes and provide customization opportunities for a specific business niche. Let's find out which approach helped us achieve our goal.

Technology used

Team composition

The approved team composition included the following specialists:

Delivery Manager;
Project Manager;
Product Portfolio Manager;
Product Manager;
Senior UI/UX Designer;
UI/UX Design Lead;
2 Senior DevOps Specialists;
ERP Solution Architect;
11 Backend Developers;
5 Frontend Developers;
2 AQA;
Manual QA Specialist;
Account Manager;
System Security Specialist.

Development approach

We settled on the So-called Agile PO/PM management methodology and introduced parallel development streams where the Product Increment structure was about 8-13 sprints, and the scope of work was clearly agreed upon with the client. For the UI/UX process, we used the UI/UX Nieelson Norman standard and IBM design thinking methodology, and for the Product Discovery process, we adopted the Double Dimond, Design Thinking, Jobs-to-be-Done (JTBD), and User Story Mapping methodology.

Technologies and tools

Our core technology stack for this SaaS CRM included the following programming languages and tools:

Java
PHP
Node.js

Result

RESULTS

The development of MVP took our team 1.5 years, and currently, this product version is actively used by the client’s companies. At the same time, we continue to work on a full-fledged version of the custom CRM SaaS platform so that the client can supply it to its partners on a paid subscription basis.

Team

Project manager

DevOps

Frontend Developer

QA Engineer

Backend Developer

Product Managers

UX/UI Designers

Senior cybersecurity specialist

Next Project

HealthcareCareFor Healthcare AppIn February 2023, a client approached us to develop an MVP of a mobile application for people who regularly undergo medical analyses, which would allow them to store their results and also monitor dynamics.