Client
Customer Relationship Management System For Global Accounting Firm.
Business Needs
Due to having a huge customer base, it was becoming exceedingly difficult –
- To maintain cumbersome spreadsheets and various other manual processes pertaining to customers, and business tasks.
- For the business operation and sales teams to access complete customer information, assign and schedule tasks, data backup &
restoration, email notifications, managing multiple dashboards manually, etc
Thus, the client was looking for a CRM solution that enables them with the prospect, customer, and task manager – to help meticulous customer follow-up, efficiently manage their fast-growing customer base, and improve their sales cycle.
Solution
BI develops a powerful CRM system that allows users to efficiently manage their clients and activities and assign/manage tasks and generate reports in the required format and displays data graphically.
- We implement bespoke online CRM solutions right from the initial design, customization, and maintenance of the functional use to implementation, that can run on iPhone / iPad to better organize and mobilize client business processes.
- We implement bespoke online CRM solutions right from the initial design, customization, and maintenance of the functional use to implementation, that can run on iPhone / iPad to better organize and mobilize client business processes.
- We implemented client contact & client activity management throw master table management tracking- Task type, task status, activity type, industry, relationship status, etc. Used SQL query format for Data backups to be generated and restored.
The Results
We implemented client contact & client activity management throw master table management tracking- Task type, task status, activity type, industry, relationship status, etc. Used SQL query format for Data backups to be generated and restored.
- 40% Hike in customer retention rate
- 60% Boost in productivity and efficiency
- 35% More Converstion
Technology Stack
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Partner with Us for Comprehensive IT Services
We’re happy to answer any questions you may have and help you determine which of our services best fit your needs.
Your benefits:
- Client-oriented
- Independent
- Competent
- Results-driven
- Problem-solving
- Transparent
What happens next?
We Schedule a call at your convenienceÂ
We do a discovery and consulting meetingÂ
We prepare a proposalÂ