How we've built a custom CRM software for the sales team at EuroGroup-33

From notebooks and Excel sheets to intuitive and easy to use cloud CRM software

Client

Eurogroup-33

Services

Software Development

API Integration

Automation

Product Strategy

Time frame

20 weeks

Overview

The team from EuroGroup-33 came to us with a problem. Their customer database was at that time stored in notebooks and Excel sheets. Sometimes, it took a day to find previous information about a client which caused decrease in sales, bad customer service and lost leads. To help them out, we've designed and developed a custom CRM software in 5 months.

With our all-in-one-solution for EuroGroup-33, the team was able to collect and manage all customer data in to one software with a freedom to track records, store invoices and analyze data in one dashboard within seconds.

Our worry-free process

In 5 steps we ship new digital products.
Tried, tested, optimised

Discovery session

In this step, we will run a workshop to define the scope of the project, the goals we want to achieve, the problem we solve, features and bottlenecks within the process.
By the end of the day, we will have a clear action plan and insights into what we have to deliver in the upcoming weeks.

UX/UI Research and Design

Our designers will start mapping out the wishes and needs of the users in a low-fidelity wireframes, followed by an information architecture and a UX journey. If needed, we will test hypothesis with potential customers to validate our idea and involve the stakeholders.To make it even more tangible, we will create a clickable prototype to test processes and gather feedback.
By the end of this step, you will receive a hi-fi UX/UI designs in a prototype to visualize your new website.

Agile development

Once the designs are approved by you, we start with the development process. We work agile, which means you will receive a working part of your digital product every two weeks. In that way, we can receive feedback and make adjustments fast.
By the end of this step, we will present you with newly built features in a testing environment.

QA and migration

To guarantee the quality of the digital product, our team is performing testing and resolves final performance updates. We let you try the product yourself, check user-friendliness, connect all links, API integrations and go over the checks careful.
By the end of this process, we will be able to finalize the digital product and transfer all information to you.

Step 5

Launching day

Congratulations! Your new digital solution is ready!
Spread the news, impress your users and use easily. We will provide additional support and maintenance to keep the users happy and make improvements for optimal performance and growth.

Tools we master

For our work, we use the best-in-class tools to provide a seamless customer experience.
+20 more integrations

After / Before

The outcome

In 5 months of design and development, we were able to ship the final all-in-one CRM system for Eurogroup-33. We worked in sprints to deliver each module one by one, followed by iteration and retrospectives.

The CRM software allowed the company to store all customer data in one place, track history and analyze team performance. All in one solution. We've managed to surprise Eurogroup-33 witch such an amazing work that we've become their partners even after the project.

In total, each sales rep saved on average 9 hours of work per week which helped the team deliver better customer service, increase sales and work more efficient.Thanks to its intuitive and user friendly design, the onboarding of each team rep was extremely easy. We did two sessions of company trainings and managed to create a streamline process of work for each sales rep.

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