Retail/B2B
B2B CRM System
Business Need
The client sought to replace their enterprise CRM with a custom platform owing to complexity and cost involved in integrating custom processes into the existing product platform.
Solution
The CA team developed a custom CRM solution integrating data from multiple client systems and presented on a feature rich user interface. Leveraging a diverse technology stack, the solution surpasses traditional CRM capabilities. Key features include workflow automation, collaboration tools, legal documentation with DocuSign, and streamlined retailer onboarding workflows.
Highlights
Single sign on with corporate IDPWeb & Mobile applicationsHolistic view of retailers, store locations, ordersRetailer relationship managementWorkflow AutomationCollaboration ToolsIn app chatReportsContext specific help
Outcome
The custom CRM solution revolutionized sales planning and retail marketing, improving workflow efficiency, collaboration, and legal compliance. Its advanced features and customizable workflows facilitated seamless operations, driving increased productivity and business growth.
PREVIOUSDocuSign Integration for Automating Tax Certificate Process
NEXTRetailer Specific Product Recommender