Custom Cloud CRM Solution

Centralizing Data with Cloud-Based CRM Solution

Services Provided

Product prototype, Graphic UI/UX, Development, Testing and quality assurance, Server Hosting, On going maintenance and. technical support.

Service Provided

Node JS, JavaScript, Adobe XD (for prototype), Digital Ocean Web services.

Overview

Company: Our client is an architectural firm based in Ireland. They build a wide variety of project types and offer a comprehensive range of full architectural, legal mapping, shadow and daylight/sunlight analysis services.

Problem Statement: Business information and data scattered across files and spreadsheets doubles the time to manage the core activities, which could have been spent making important business decisions. This was becoming a hindrance to growth for our client who has a growing business that had a large amount of data scattered throughout their organization.

CozmoTec met with the client to understand how we could best cater to their needs. After a couple of brainstorming sessions, we proposed a solution and provided them with a cloud-based CRM solution that allowed them to have all the information in a centralized platform.

With our solution, the client was able to monitor their leads, closed sales, and their customer needs at one place. This system also enables them to manage internal and external communication from a single click of a button. Due to centralization of the data, the client was now able to monitor their KPIs easily which allowed them to better strategize their business needs.

Tailored CRM Solution for Enhanced Efficiency

As part of the brainstorming session, we were able to find gaps and manual processes that could be automated to help them in reducing the errors that were caused by manual data entries and helped them in managing time more efficiently.

CozmoTec’s cloud-based CRM solution helped the client centralize their data and automate some of their processes, saving them time and reducing errors. The client was now able to make better-informed decisions and strategize their business needs more efficiently. The cloud-based CRM solution helped the client in the following ways:

Centralized Data: With all their data in one place, the client was able to get a comprehensive view of their business, which helped them make better-informed decisions.
Automated Processes: We identified and automated some of the client’s manual processes, reducing errors and saving time.
Better Communication: The solution allowed the client to manage internal and external communication from a single platform, making it easier to collaborate with team members and customers.
Easy KPI Monitoring: With all their data in one place, the client was able to monitor their KPIs easily and make better business decisions.