Custom CRM Solution for a Retail Chain

Overview

The retail business primarily concerns the satisfaction and control of the customer’s experience. An instance is our customer, which is a mid-sized retail chain company that faced issues in its operations due to the outdated systems used in managing its customer relations. That is why they were looking for a tailored CRM to have customer data in one place and improve the loyalty programs and sales processes. This paper provides an analysis of the strategies made, actions taken, and performance realized through partnership working. 

Industry

Retail

Services

Enterprise software development

Our Process

By integrating immense knowledge in the industry with new technology, we implemented a specific CRM system that improved operations and contacts with the clients. 

1
Project Planning

The main aspects and challenges discussed in the work with the client at first included defining the areas of growing pains and highlighting the key functionalities, including the centralization of customer information and analytics. 

2
Design & Prototype

To better accommodate the employees, we developed an easy-to-use customer analytics dashboard. Prototypes were used to confirm that the actual usage of the website offered an easy-to-follow workflow. 

3
Development

CRM has been developed based on the cloud solution that includes such components as customer categorization, sales, and customer reward programs. Machine learning capabilities allowed sales predictive analysis

4
Deployment

Furthermore, the implementation process of the solution developed for the client does not require much time, and the customers’ inventory management systems are easily integrated with the product. 

The Problem

Our retail client struggled with outdated customer relationship management (CRM) systems, making it difficult to centralize customer information and optimizing sales performance. This resulted in limited customer engagement and inefficiencies.

Our Role

  • Project Planning
  • Design & Prototype
  • Development
  • Deployment

Project Challenges

1. System Integration

Implementation of CRM systems with traditional systems, on the other hand, involves the development of new APIs and work in the middle. 

2. User Adoption

It thus became imperative that staff led by the director readily and willingly embrace the new system. 

Results

By carefully analyzing the situation the client was able to strategically plan and implement a change process that utilized innovative technologies in order to modernize and significantly enhance the operations of their business through SharePoint. 

Improved Customer Retention

In the first quarter alone, the reconvened loyalty program achieved a 30% improvement in consumer involvement. 

Enhanced Sales Performance

Using real-time data to sell staff for upselling helps increase the total revenue by 20%. 

Operational Streamlining

These measures of controlling sales and inventory made significant savings in time and effort by providing a 25% cutdown in overall administrative costs.