Problem

BigImpex is a leading corporate gifting brand for pharmaceutical companies in India. It faced challenges in managing tasks and processing orders efficiently. They needed a system to track orders and manage client follow-ups. Figuring out why customers abandoned or said no to products was a challenge because of manual approaches. Their efficiency was hampered by their reliance on Excel to handle orders and client relations.
Off-the-shelf CRMs couldn’t handle their complex business needs due to their specific industry practices. They needed a CRM to handle orders and customer interactions . They needed a Custom CRM to handle orders and client interactions efficiently.

Solution

Before implementing solutions, our team collaborated with BigImpex to discuss key performance indicators (KPIs) and identify the main challenges they faced. Hence, we built a custom CRM for the client’s needs. Here’s how it worked:

  1. Visibility of Leads and Tasks: Clear visibility into leads and the several duties associated with each lead’s sales element was made possible by the CRM. The client was able to efficiently manage their sales pipeline and monitor development as a result.
  2. Quote Management: The software created stylish PDF quotes using a range of products and suppliers. These quotes had notes, details about the sales rep, phone numbers, pictures of products, and costs. Customers could pick their own prices. When the price list was ready, the CRM sent it to the client and set reminders to follow up.
  3. Client Follow-ups: The system automated follow-up calls and emails. It tracked every interaction. The sales team knew when to follow up and what to do next.
  4. Sample Management: The system tracked product samples effectively. It sent out reminders for the return of consumable and pricey items. This enforced responsibility and made samples easily available to potential clients.

Impact

  • Better Client Retention: The client could now see why customers left or rejected products. They could fix issues and keep more clients.
  • Faster Quotes: The CRM’s automated quote creation and vendor selection saved time. It also ensured accuracy. Clients got quick responses, improving satisfaction.
  • Transparent Communication: Automated follow-ups and task tracking meant no client was forgotten. This led to more efficient and proactive customer service.
  • Improved Analytics and Insights: The CRM offered comprehensive information on order history, client interactions, and sales performance. BigImpex was able to make data-driven decisions, optimize strategies, and spot patterns thanks to these insights.
  • Lead Analysis: The CRM provided deep insights into where leads were getting stuck, allowing BigImpex to identify bottlenecks in the sales process and take action to improve conversions.

This custom CRM helped the client manage orders and improve communication. It boosted their efficiency up by 72%. The result was higher client satisfaction and retention.

Eiosys stepped in to help. We worked closely with every team to understand their process. Our experts created custom logics and flowcharts. We partnered with the client to build the best structure. This collaboration streamlined their operations. Our tailored approach solved their unique challenges in personalization and mass production with multiple checkpoints.

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