About

The client is one of the leading and high-end furniture retailers tagged as Made in the USA. With a wide range of products and established customer base, the client wanted to enhance business productivity by combining offline and online sales processes for their sales representatives. They wanted to integrate the existing SAP ERP to CRM to execute strategies that help in retention of customers as well as driving customer base along with providing a one-step solution for internal employees.

Project Highlights

The CRM implementation focuses the practices, strategies, and technologies that used to manage customer interactions and customer data. Right from the order management to the enhanced internal communication, CRM also provides improved analytical data and processing. Categorizing business information and sales management, the system can identify the prospective customer that can be converted with proper planning. Overall, CRM aims to cultivate the customer relationship for the business by taking care of customer transactions, preferences, needs, and requirements.

The Challenges

  • Migrate all products and customers to CRM
    As the client is one of the premier furniture retailers, they’re dealing with the largest customer base. To manage a wide range of products according to the requirement, it was quite harder to migrate all the data into the CRM with great efficiency.
  • Manage Existing Accounts
    With a wide assortment of office furniture, classroom furniture, and computer racks, the clients are having Government and Non-government both type of customers in their customer base. They also have quantity based discount schemes that specifically designed for particular account type. The challenge was to fulfill the specific requirement in CRM with the predefined regulation.
  • Switch between Magento and CRM
    One of the client’s requirements involves a feature where the client can switch from CRM to Magento while placing the order.
  • Product Integrations on CRM
    As the client is dealing with a wide range of products, it was tough to categorize and place a different type of product integrations on CRM. it was a bit harder to carefully manage the different product integrations on CRM as per the client’s requirements.

Tech Stack

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    AJAX

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    HTML5

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    jQuery

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    Magento Community

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    PHP

Result

  • Separated Sales Channel

    With the modular approach, it becomes easier to distinguish in variety of customer requirements for both online and offline sales

  • Streamlined Business Processes

    Due to efficient CRM implementation, all transactions, requirements, and customer interactions managed well.

  • Efficient Order Automation

    Tracking of end-to-end order processing and automated task resulted in increased order and sales

  • Amplified Revenue Generation

    With an identification of prospective customers and simplified business processes, business opportunities are increased and thereby improved ROI.
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Client Review

Dan Weber

Dan Weber

Chief Strategy Officer, - Versatable

Brainvire provides high-quality custom code and superior project management at a reasonable price. Despite the language barrier, they collaborate well with multiple teams and excel at communication. They are also good at explaining technical matters to non-technical staff.
Verified On Clutch

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