CRM Integration
CRM integration to improve their sales pipeline and consolidate business software
Contact UsProject Overview
This application was created to integrate CRM tools and functionality using data from their existing tools.
The Result
The client training requirements were significantly reduced with the consolidation of their workflows. This was especially important as the company was projected to hire 10+ new consultants and sales representatives within the next 6 months. The solution also provided the client with a more robust platform for their sales pipeline and removed conflicts caused by the multiple tools they used previously.
The Challenge
The client had existing custom software developed to provide their unique services. At the time, the client was using multiple solutions to create a sales pipeline and an underperforming CRM application independent of their existing software.
The Solution
RoseberryPi developed an integrated module for their existing custom software. This module provided CRM functionality such as, client information, activity history, document assignment, appointment scheduling, client notes, and more.
Why RoseberryPi
We provide full lifecycle, desktop, web, mobile, and business process automation development services that are secure, reliable, and innovative.
Maintenance Warranty
Proof of Concept
Agile Methodology
Our Mission
Is to develop modern, reliable, and maintainable software to provide exceptional long-term value to our clients.
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