Build Better Connections with CRM Software
Project Summary
The object was to develop a world-leading solution for opportunity management for sales teams in high-tech B2B complex environments.
The CRM (Customer Relations Management) software was to be built in two products, one was a cloud-based CRM solution for leads/deals management and another was a native Salesforce application that would help to visualize MEDDIC and sales processes on top of the opportunities in Salesforce.com.
Technology Used
- Salesforce
- Angular.js
- Node.js
- MongoDB
- Grunt
- APEX
- Lightning web components
Challenges
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The software was designed and developed to provide a great user experience and robust functionality. So, it required cutting-edge expertise and knowledge for both Salesforce and Front-end technologies.
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The product lacked critical features like reporting, Timeline, and org charts.
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The product lacked the scale and robustness expected of an enterprise-grade CRM system.
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Different teams were needed for the development and maintenance of CRM and native Salesforce applications, as well as the team needed for production support. So, it was a pain for customers to manage coordination between all the teams at such a high cost.
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Taking over the responsibility of native Salesforce app development was also challenging. It uses interesting technology combinations. On the top of Salesforce, this application is using Angular.js for front-end development. Both require cutting-edge experience. The team handled it smoothly and delivered key features.
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It was challenging to manage the code of the Salesforce app where the deployment process was time-consuming, and it was using zipped static resources.
The software was designed and developed to provide a great user experience and robust functionality. So, it required cutting-edge expertise and knowledge for both Salesforce and Front-end technologies.
The product lacked critical features like reporting, Timeline, and org charts.
The product lacked the scale and robustness expected of an enterprise-grade CRM system.
Different teams were needed for the development and maintenance of CRM and native Salesforce applications, as well as the team needed for production support. So, it was a pain for customers to manage coordination between all the teams at such a high cost.
Taking over the responsibility of native Salesforce app development was also challenging. It uses interesting technology combinations. On the top of Salesforce, this application is using Angular.js for front-end development. Both require cutting-edge experience. The team handled it smoothly and delivered key features.
It was challenging to manage the code of the Salesforce app where the deployment process was time-consuming, and it was using zipped static resources.
Solutions
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While working with standalone CRM, we delivered key features like reporting tools, meeting minutes, and file attachment support. Furthermore, we also started handling the responsibility of production support.
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We redesigned a unique deployment process of static resources using Grunt and started managing code using git, which enabled a big team to work on one feature at once. In long term, it proved a smart move. We were able to reduce the release cycle significantly.
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We developed the features like Org chart, Interactive Salesforce embeds, timeline, and overview screens. These features created futuristic impacts for enterprise customers.
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The development team was fully integrated with the onshore team in Vienna, and there was a common iteration plan for the onshore and offshore teams. Each iteration spanned two weeks. There was practically no distinction in terms of the tasks assigned to the onshore and offshore teams, both the teams collaborated on fixing bugs, enhancements for existing functionalities, and developing new functionalities.
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The development team followed Agile methodology with the help of tools like JIRA and online meeting tools. We followed up with daily stand-up meetings with the onshore team and routine SCRUM meetings.
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On CRM, by refactoring the architecture, we were able to reduce loading time by 70% and the smart reporting feature enabled it to be enterprise-ready.
While working with standalone CRM, we delivered key features like reporting tools, meeting minutes, and file attachment support. Furthermore, we also started handling the responsibility of production support.
We redesigned a unique deployment process of static resources using Grunt and started managing code using git, which enabled a big team to work on one feature at once. In long term, it proved a smart move. We were able to reduce the release cycle significantly.
We developed the features like Org chart, Interactive Salesforce embeds, timeline, and overview screens. These features created futuristic impacts for enterprise customers.
The development team was fully integrated with the onshore team in Vienna, and there was a common iteration plan for the onshore and offshore teams. Each iteration spanned two weeks. There was practically no distinction in terms of the tasks assigned to the onshore and offshore teams, both the teams collaborated on fixing bugs, enhancements for existing functionalities, and developing new functionalities.
The development team followed Agile methodology with the help of tools like JIRA and online meeting tools. We followed up with daily stand-up meetings with the onshore team and routine SCRUM meetings.
On CRM, by refactoring the architecture, we were able to reduce loading time by 70% and the smart reporting feature enabled it to be enterprise-ready.
“Habilelabs took full ownership of development, maintenance, and production support of both products, which enabled the same team to handle both products and use the same knowledge throughout. It helped reduce the pain of handling many teams and by cutting costs to a great extent.
*The comprehensive CRM products offer solutions ***that help sales teams to qualify their opportunities better and improve their forecast accuracy. The Salesforce application helped to achieve scale and performance that was difficult to achieve otherwise, thereby enabling the product to gain significant traction among its customers.”
