- Transportation & Logistics
- B2B Analytics Suite for an Intelligence Agency
CRM Suite for a technology company in the US
In the fast-paced world of sales and customer relationship management, efficiency and productivity are of paramount importance. Enter "Sales Booster," a CRM (Customer Relationship Management) solution that represents a transformative approach to automating daily tasks and managing client information. This innovative system, expertly crafted by Txend, combines cutting-edge technology with a user-friendly interface to streamline sales processes. With a React-based frontend and a Node.js backend, Sales Booster brings the power of automation and organization to the world of sales. Additionally, it features a Kanban board for a visual representation of client information, offering quick and intuitive access to essential data. To further enhance its capabilities, Sales Booster is complemented by Chrome extensions developed in TypeScript and Manifest 3, designed to crawl websites, extract data, and present it on a user-friendly dashboard. These web crawlers, written in Python, are instrumental in keeping sales teams informed and proactive.
Problem
The sales and CRM landscape is teeming with daily tasks, from managing client information to sourcing vital data from the web. Sales professionals are often burdened with administrative work, which hampers their ability to focus on core sales activities. The challenge was to develop a CRM that could not only streamline daily tasks but also seamlessly integrate with web-based data sources.
Sales Booster needed to overcome several challenges:
Automation: Designing an intuitive CRM that could automate daily tasks and administrative duties to free up time for sales professionals.
Data Integration: The CRM needed to seamlessly integrate with web data sources to provide real-time insights and competitive intelligence to sales teams.
User-Friendly Interface: The frontend of the CRM had to be user-friendly and accessible, ensuring that sales teams could easily navigate and benefit from its features.
Extension Development: Developing Chrome extensions that acted as web crawlers to extract data from websites and present it in a dashboard format.
Solution
Txend’s custom software engineering team rose to the occasion to address these challenges effectively. The result was Sales Booster, a comprehensive CRM solution that offers a range of benefits:
Task Automation: Sales Booster effectively automates daily tasks, allowing sales professionals to focus on what they do best—selling. It streamlines data entry, appointment scheduling, and follow-ups.
Web Data Integration: The CRM’s Chrome extensions are powered by TypeScript and Manifest 3, enabling them to crawl websites, extract vital data, and present it in a clear and accessible dashboard format. This functionality equips sales teams with real-time information, helping them stay ahead in a competitive market.
User-Friendly Interface: Sales Booster’s React-based frontend ensures that users can intuitively navigate the system, whether it’s to view the Kanban board or access a client’s information.
Python Web Crawlers: The web crawlers, written in Python, provide valuable insights by extracting data from websites on request. This data is then presented in a user-friendly dashboard, empowering sales teams to make informed decisions.
Sales Booster is a testament to the power of custom software engineering in transforming sales processes. This case study will further explore how Txend’s expertise, combined with cutting-edge technology, has redefined customer relationship management and supercharged sales teams with the tools they need to succeed.
TechStack
Python, Angular, Express, MongoDB, NodeJS, Chrome Extensions, AWS, Restful, Scrapping
