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Case study-CRM application

SocialDNA Labs / Case study-CRM application

Client: Middle East Client
Vertical:  ERP Solutions

Client Overview

Our client is a leading solution provider for HR systems in Dubai. Their services include developing robust attendance system, Access control systems and Payroll management system. Also, they provide customized yet comprehensive and flexible solutions for Small and Medium Enterprises. They even have their reach in the industry with security and automation and audio visual services.

Problem Areas

  • The organization didn’t have the tools to handle multiple customers at a time. Interactions with potential clients went untracked, and there was no decent visibility into customer interactions with the business and customer behavior. The company required a solution that would raise the sales cycle and break data silos. Basically, allow free flow of data and knowledge between the various vertices of the business.
  • After the development of the CRM application, managing and aligning it with the company culture is also important. Perform day-to-day operations using CRM applications while also being able to keep track of everything through a single platform.
  • An application that is also easily customizable and scalable and can also be fully integrated across entire business functions.  

Our Approach

  • Our approach to the challenge ensured no risk or disruption to business operations. The goal was to implement a firm foundation for consequent business developments and allow the client to become familiar with Odoo and its services.

Our Solution

  • Complete representation of customers, with knowledge shared across all the vertices of the business
  • Increased customer retention was achieved
  • Better customer relationship management
  • Successful tracking and capturing of communication with prospects
  • More commercial discounts and offers

Technology Stack

  • Technology stack
  • Python, JavaScript, XML
  • PostgreSQL
  • Odoo