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A CRM Platform Built to Power Smarter Selling
A platform built to Power Smarter Selling. It is the original disruptor of the sales intelligence market and today we lead the cutting edge.
About the client
Our customer is a game changer in the sales market. Their platform lets services find the most relevant data to maximize their income by engaging the right customers.
The willingness to provide strong advanced services and expand new opportunities brought them to us.
“TwinCore helped us unify sales processes, significantly improve team productivity, and increase conversion rates while gaining full visibility into our pipeline.”
Project Goal
The United Kingdom-based sales platform turned to us for search capabilities development. The request was to easily find the right contacts due to their name, company, position, previous workplace, industry, and company size. It was crucial to create strong search capabilities to filter companies by industry, income, and size.
Intelligent sales face a lack of rapidly scalable software solutions. It’s a real obstacle for ambitious clients who want to achieve greater results. So we created software that engages users with real-time data and operates with commercial information.
Experts says
“We strengthened the platform with advanced search, real-time CRM synchronization, and reusable reporting workflows, giving the client a more scalable foundation for intelligent selling and faster data-driven decisions.”
Solution
To develop custom features for the client’s software system, we involved a back-end developer and a front-end developer. The team has been working on the following improvements:
- Strong Search options development. The prospect research process might affect sales efficiency. The main challenge was to provide platform users with the ability to find important data within a few clicks. We built-in research options to detect relevant companies and contacts by keywords, sectors, and financial details. This feature reduces clients’ time spent on manual research.
- Integration with Salesforce CRM. Smart data storage was the topmost issue to figure out. In-depth analysis shows that regular updates reduce resources and directly increase sales. Our team built features for companies and contact retrieval from Salesforce to the website in real time.
- Custom search by keywords. Displaying results due to the exact match queries was crucial for users with a specific search intent. This feature gave the ability to obtain data in a few seconds. It matches strict requests users enter and immediately generates results.
- A fuzzy search returns a list of results that approximately match the required terms. It identifies similar parts of a keyword and might be very useful to reduce efforts on manual research or cases where queries are misspelled.
- Integration with Hubspot CRM. We automated the data synchronization process so it promptly pushes from the website to the Hubspot software. It is transferred between both systems in real time. Our team has solved the issue with smart data storage for instant sales and marketing decision-making. Deals, activity, and contact-specific details will be easily updated in your account.
Technologies used
Results
After three years of work and constant platform optimization, our team brought successful results that value:
- Smart search reports. Reviewing essential information, like Buying Signals, and Commercial Performance can become a turning point for decision-making. This positively affects productivity, promotion strategy, and sales funnel management. Gathered reports with crucial details might be easily downloaded within seconds. Moreover, CRM platform users can add feedback to share additional customer details with other team members.
- Saved data history. All stored searches are gathered in the appropriate sections. So, platform users can check previously generated reports, contact lists, and companies. This feature significantly reduces time spent and improves the sales process.
- Real-time synchronization. Instant updates from Salesforce CRM, and pushing data from the website to the Hubspot system create a complete picture for sales management. Intelligent selling processes won’t exist without actual information sharing.
- Advanced search capabilities. Thousands of companies can be filtered due to location, employee quantity, revenue, and media spend. And the most charming thing is that it will happen in the blink of an eye.
Build Intelligent selling with smart custom features development!
The sales industry gives no opportunities to those companies who don’t pay attention to the rapid market changes. According to the latest Zendesk research, 76% of customers await personalization. This is the exact option we have built for our customer’s platform: users can operate valuable data, and attract the right leads with the most relevant proposal.
6 in 10 sales agents say that the lack of relevant data will lead to a bad consumer experience. This is the idea we were guided by while building the right solution for an intelligent sales platform.
In case your company faces issues with an existing software system, or needs to create a custom CRM solution, feel free to schedule a consultation.
