Product/Platform Development For CRM (Customer Relationship Management)

Company

The organization is a software development company focused on providing application integration and application management software services for small-medium size businesses and the financial services industry. We bring a wealth of experience in managing the technology needs of the financial industry across the entire value chain for asset and wealth managers, hedge funds, family offices, banks, and Insurance. Clients trust us to deliver quality advice, solutions, and support based on our deep expertise and point of view gained over many years of experience.

About The Product

CRM is basically used to supervise a company’s reciprocity with current and probable customers. It uses data analysis about customers’ history with a company to enhance business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth. A CRM network helps organizations assemble customer correlations and streamline processes so they can expand sales, improve customer service, and rising profitability. The functionalities of the product are:

Business Idea

The Client had an idea for creating a CRM Software. The client apparently wanted to develop an application that can carry a lot of workload for business and sales processes. CRM software has a core set of functions starting with the tracking of leads and ending with monitoring the service rendered to customers.

Solution

Our Specialized knowledge in developing software allowed us to quickly assemble a team of 2 developers who started working for the client and started understanding the workflow of the product. We fixed all the critical above-mentioned functionality by developing software which deals with the interactions between a company, its sales forces, its marketing team, and its customers. Eventually, we delivered a very satisfactory result for our client in terms of Functional and Coding perspective.

Technology Used

Business Benefits

The biggest benefit of our solution was that the client was able to go live with all the clients in less than 3 months’ time frame. Not only that, but the client also saved significant costs involved in the product development and maintenance by shifting it to our offshore Development center where he gets all-round support at just one call. Last but not least, the client was able to find an able partner who can help them with easy scaling of the platform along with release management discipline in SLA centric environment.

About ConvergeSol

ConvergeSol is a premier industry-focused technology consulting company that specializes in providing outsourcing services for the financial services industry and Small / Medium Enterprises. Our offerings include:

Custom Software Development
Product/Platform Development
Managed Services

Custom Software Development

Automation Solutions - Data Aggregation, Data Repository, Excel Automation, Automated testing, Custom software development, CRM
Reporting Solutions
Portal Solutions - Microsoft SharePoint Solutions, Web Portals.
Integration and Customization Solutions – API based integration with Order Management systems, portfolio accounting systems, CRM, Workflow management, etc. for 3rd party products like Backstop, Charles River, Paladyne, Advent and Relativity.

Product/Platform Development

SaaS-based Product & Release Management
Software Development Methodology like Agile
Quality Assurance Solutions

Managed Services

Application Lifecycle Management Offerings (ALMO), a one-stop end-to-end solution perfect for organizations looking to use IT to their advantage, low touch, and lower costs
Operations and Support offering

We bring deep expertise in understanding your needs to be its order management system, enterprise content management, portals, account opening process or reconciliation process just to name a few areas. We complement it by our proven execution expertise across the entire software life cycle: project management, business requirement, software development, quality assurance, deployment, and support.