About

Category

Telecommunication Services and Products ,

A leading UK-based telecommunication provider asked our help in solving their manual hustles. Crowned with more than two decades of experience, this firm had to deal with a major chunk of clients’ information pipelines manually. Therefore, they looked for smart ways of business automation including a customized CRM for telecommunication companies that can store & manage the entire customer lifecycle, starting with market research till identifying and aligning leads seamlessly.

They chose Peerbits due to our expertise in delivering customized software solutions that enhance productivity, customer engagement, and business insights, making us a reliable partner for software development solutions.

The Challenges

  • The existing system demanded teams to manually manage client information, often maintaining a separate spreadsheet for each customer.
  • Different functions, such as lead management, sales, and support, were managed using various standalone software solutions.
  • Creating quotations in spreadsheets involved complex calculations that were hard to understand, modify, and manage
  • Quotations were shared and tracked manually which was highly time-consuming.
  • Moving data and processes from one system to another was insecure and error-prone.
  • Dependencies and re-entering information manually into multiple systems.
  • Without a unified platform, it was hard for teams to access a detailed view of a customer’s journey.
  • The manual handling of data across different systems increased the risk of inconsistencies and errors, potentially leading to miscommunication with clients and internal teams.

The Solution

  • Created a secure CRM(Customer Relationship Manager) that offered a unified platform for client data storage & management.
  • Our automated solution allowed owners to easily access, update, and manage client information from a single, centralized system eliminating usage of multiple spreadsheets and manual record-keeping.
  • Implemented an automated quotation system within the CRM that simplifies the calculation process with pre-built templates and dynamic pricing algorithms
  • Integrated DocuSign which enables seamless management of agreements with electronic signatures. It simplifies the entire process of obtaining and tracking approvals.
  • Our CRM provided all key functionalities of Market Research, Sales, Telemarketing, Support, and Reporting—into one cohesive system removing the need for separate software tools.
  • Our telecom business solution ensured that data flowed smoothly from one module to another promoting a seamless transition between customer lifecycles.
  • The CRM provides real-time insights into every aspect of the business ranging from lead performance to customer support metrics, with built-in analytics and reporting capabilities.
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Key features

  • Smooth thousands of Data import for Market research & Leads
  • Sales Dairy - Calendar view of each every meeting with all data, sales person availability, Updation of records
  • Dynamic quotation & contract generation
  • Future cost and profit calculation base on configurable algorithms
  • Dynamic quotation & sign via DocuSign
  • Services integrations for Lead & contract sign
  • HRMS for employee records
  • Installation management & after sales support system
  • Dashboards & Analytics Report

Results

  • Freedom from manual data management struggles.
  • Complete support for the entire customer lifecycle.
  • Streamlined sales journey from lead management to appointment scheduling.
  • All-in-one solution for client’s data storage & management.
  • 150% increase in Appointment Bookings
  • 300% increase in Quotation generation through Automation
  • 2x Lead to Customer ratio

Tech stacks we used

FrontEnd

React JS

BackEnd

NodeJS

Database

MySQL, Redis

Frameworks

React, material ui, Redux, Express JS

Deployment

AWS, RDS, SQS, Lambda