Hassle-free Sales Workflow Management with Cutting Edge Technology
About
Call48 is a leading telecom company that provides premium CPaaS VoIP services, which allows users to acquire, port, and provide DIDs as well as track bills in real-time. Their sales team was looking for a hassle-free and smooth way to manage their sales workflow. Being the technology partner for Call 48, our Brainers understood how their workflow operates and how technology can make it better.
Project Highlights
Previously, Call48 was using outdated methods of tracking their sales and leads. Our expert team at Brainvire brainstormed with Call48 to understand the problems being faced and developed a solution. The idea was to manage their sales workflow with state-of-the-art CRM and integrate it into their website for smoother operation. We also integrated DocuSign into the system to ensure signature-based document management.
The Challenges
- Roles and Rights with Hierarchy Management:The foremost concern was to assign roles to the entire sales department and, according to that, assign different access rights.
- Document Management with Signature:Another essential feature was to have a signature-based documents management system to ensure authenticity.
- Automatic Lead Generation on the website:The existing system lacked an automatic lead generation system right from the website, which led to an ample amount of manual work done by the sales team to generate and track leads.
- Smooth Workflow with Rich Features:Call48’s sales team required a feature-rich system that is a one-stop solution to their entire sales workflow.
Tech Stack
CSS 3
Jira
SuiteCRM
PHP MVC
Apache 2.0 Handler
HTML
MySQL
AWS
Twilio
Result
Optimized Hierarchy within the System
Our solution ensured that the entire sales team had their roles and responsibilities implicitly assigned in the system, which led to an optimized workflow.Signature-based Document Management
The integration of DocuSign in the system ensured that the document set is always authentic and transparent to the entire team.Dynamic Lead Generation
Connecting the website’s contact us form to the CRM is the best way to keep track of your leads and take necessary steps to convert it into a customer. With this integration, Call48’s sales team attained a centralized lead tracking platform.Smooth and Hassle-Free Operations
With the coordination of multiple effective plugins, the entire sales workflow process is now performing at a very high output without any disruptions.
