Case Study

Sales CRM & Marketing Portal

Simple Sales Tracking is web based CRM software that facilitates users to close sales prospects in best possible way . Simple sales tracking provides user with easy to use web based CRM in order to help people to improve overall lead generation efforts . In this user can also customise their own email templates as well as other things by just going to edit tab .

What Business Needs ?

The client was located in USA and have approached our sales team to share their requirement for developing user friendly system for managing sales pipeline and at the same time support multiple networks of users at same time . The portal compromise of content , blogs , crm design with amazing connectivity to all page interlaced with one another . Some of the key requirement of portal includes :

-CRM functionality to track interaction , contact and accounts -Best in class UI and UX -Analysis of leads vs converted deals -Emails conversion into leads and auto posted into CRM software -Automation of emails to send automated reminders -Reducing redundant and inaccurate system entries

Solution By Winklix

As per the discussion with client , we have suggested PHP . In addition to it , we have chosen open source CMS Wordpress in order to execute the progress in best possible way . Once our development team is done with development process , we have deployed all codes and files on AWS Server by Amazon .
Winklix has helped them developing easy to use tool and plugins for satisfying their clients sales needs . We have also implemented sales templates which are easy to customised as per custom needs of their customers by admin panel .

Front End :

Our designing team has put their best efforts to make the simplest easy to use CRM solutions as per client expectation . The key feature of CRM functionalities are :
-Innovative front side layout
-Easy to use navigation and rich in performance
-SalesForce integration
-Attractive reports and forecasts
-Easy access to email templates
-Enable interactive sales script

Backend :

Our TL ( Team Leader ) have researched for desired features and best available frameworks and technologies to implement those feature in CRM . Theron our backend developers have closed worked with front end designers in order to improve the overall consistency and user experience .
-Used PHP coding
-Wordpress has been utilised for CMS management
-Javascript / Ajax for front end
-Team has also worked on opportunity management tool in order to help individuals to connect with right prospects

Developmental Process

Our team has followed agile method in SDLC ( Software Development Life Cycle ) development with intense discovery phase . In order to complete this project on time , we have deployed dedicated team to HTML developer , senior developer , business analyst and testing engineer in order to complete the project on time .
-Used latest technologies to enhance performance of portal
-Building and deployment of portal on server
-Created CRM solution
-Writing algorithms and codes

Success

We have helped client to develop easy to use CRM and marketing portal with unique features and functionality . Our client was really satisfied with our work and thus had helped him in generation of good revenue . Our client has got benefited in number of ways :

-Bringing good traffic rate
-Helps in betterment of overall customer service
-Allows access of information from anywhere
-Increase in sales support by increasing customer satisfaction
-Streaming the whole process