Smart Cloud-Based CRM System

Overview



Industry: Business Intelligence



The Client: Our client provides users with real-time data analytics and customer relationship management solution in the cloud with predictive lead scoring, project management, marketing automation and other features.



Technologies: Meteor.JS, NodeJS, MongoDB, ElasticSearch, Python, etc.

Expertise we provided:
Web Development, Cloud Platform, Data Science & ML/AI Integration


BOX LIST ITEMS:

Real-time predictive analytics boosted sales

Smart data visualization for clients’ customers allowed differentiating the product from competitors

Customer communication and project management automation system improved customers workflow



The aim of our client was not to create just another customer relationship management system, but a task management system as well. With all the customers, reminders, tasks, messages in one place, it was enhanced with tags, sales funnels, filters, comments, sales scripts, sales predictive analytics, easy-to-use reports, document attaches for every customer and sales KPI for each manager separately.


All this is reinforced with sophisticated machine learning algorithms that are aimed to improve customers business efforts and increase their margins.



Challenges



Big Data Processing
Our team was tasked with the development of a cloud data-driven platform that required smart big data processing and refined data analysis to provide users with an edge through data-driven decision making.

Customer Journey Management
We needed to develop a groundbreaking project management and business automation system, that can provide the users ultimate experience and help them achieve better business results.

Constant Availability
As for the cloud solution, it is important to be available 24/7/365 from a wide variety of devices as it is important for a sales managers to always remain in touch with their clients.

Automated Scalability
The aim was to develop the system that combines different third-party solutions, customized data analysis systems, and fast data processing with scalability from 1 to 10000 customers in mind.



Solutions



BIG DATA & AI
Implementation of MongoDB and ElasticSearch let get access to colossal volumes of data within milliseconds as well as an implementation of ML algorithms let get actionable customer insights.

SALES TEAM MANAGEMENT
A project management solution was integrated into the system that allowed to create tasks, track customer journey and reduce churn rate.

RELIABILITY AND RESPONSIVENESS
With the help of the latest responsive technologies and DevOps practices, we ensured that sales team can get access to the solution at any time, any place and on any device.

GROUNDBREAKING MODEL-DRIVEN ARCHITECTURE
We chose the microservice-based architecture thus developing every piece of functionality autonomously for future updates and integrations with 3rd party services.



Results



Extraordinary Data Processing
Data Science power on the service of clients’ users which let them receive valuable information.

Insightful interface
UI which let users consume an incredible amount of data and rule the financial market.

Inexcusable availability
High-load style of architecture is able to process thousands of concurrent requests per second.

Military-level protection
Full protection from all known vulnerabilities or data breaches - only NSA knows how to get in.

Money stream
All above listed is a core reason why our client received several millions of investment and started conquering the market.

Work added: 13.10.20

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