Digital Transformation Using Customization & Integration of CRM and CMS
Digital Transformation Using Customization & Integration of CRM and CMS
Global Impact: Supporting SMEs with Specialized Services and Solutions
The client is a nonprofit organization founded in 1980 that operates across the world, fostering and promoting SMEs providing them with a broad range of highly specialized services and solutions.
Challenges and Impact in Customization & integration of CRM and CMS
Organization Identified Their Process Shortcomings But Had No Digitally-Supported Mechanism To Enhance Productivity.
The Challenges The Organization Was Facing Were
The Challenges The Organization Was Facing Were
- Manual information management meant heavy dependencies on certain individuals
- No vision on how to automate membership management, member outreach, events organizations, campaign management
- Offline management of important aspects including proposal lifecycle, publication management
- Completely offline internal communication
- Fairly limited document management and knowledge organization
- Provided a Commercial CRM with custom objects for their services.
- Customized a CRM to enable the team to manage information and tracking of members and their activities, and for inter organizational communications.
- Enabled integration between CRM and the website.
- Designed and developed a user-friendly website using a CMS and established integration with the backend.
- Created pipelines to track proposals and publications inside the CRM itself and Integrated publications with the website.
- Conducted end-user training sessions to ensure an effective rollout and adoption by the organization members
- Automated the processes that helped in eliminating individual dependencies.
- Made the staff able to cope up with newly implemented technologies.
- Increase in the quality of customer relations.
- Efficient and easy data /information management.
- Automated the member creation from website and the information storage
- Minimized the delays and dependencies for proposals and publications
