FSocial

About the client

Our client is a trading company that is developing an innovative CRM system for traders. The company is looking for ways to reduce its and its customers' costs through a reliable technology solution. That's why it turned to our Twincore team.

The project goal

An innovative CRM system project for traders was created with the goal of developing an order management system to track and control operating costs, providing a transparent overview of the order delivery process throughout the entire route. To improve cost management, the client required a comprehensive analytics tool that could visualize operating expenses. In addition, the client needed a tariff engine to provide customers with multiple delivery options and routes. At the same time, the customer wanted the solution to be easily scalable in the future.

Solution

To develop a complex sales and customer relationship management system, we assembled a highly qualified team, including two experienced .NET platform developers, two React development specialists and one UI/UX designer. The result of our work is the following key functionality:

• Enhancing the system by incorporating extra fields to the Client, Deal, and Lead entities, enabling customization similar to other CRM systems like Pipedrive. For instance, employees have the option to include additional information, such as a secondary phone number (Phone2), to any entity within the system.
• A mail module that provides integration with a mail server to manage emails and exchange information with clients.
• A document management module that allows you to effectively organize and store documentation related to business processes.
• Form designer with the ability to create various types of forms using a convenient Drag&Drop interface for collecting information from clients.
• Interactive calendar for managing the schedule of events, meetings and tasks of company employees.
• HR management module, which provides automation of HR processes, including employee records, their data and documents.
• A trading module with bulletin board functionality and tools for monitoring the current market situation.
• Beginning the initial setup by including traders (employees) in the system, with each trader assigned to a specific set of leads.
• Inputting potential leads into the system, providing essential details like first name, last name, contact data, and lead status.
• Content management module (CMS) with the ability to create and customize page templates for posting information about the company's products and services.

The project used advanced technologies such as ASP.NET, EntityFramework, MS SQL, React and Azure Cloud. Development of the system took 1.5 years and included the creation of an administrative panel for setting up user access rights to various modules. To ensure flexibility and scalability, a microservice architecture was used, allowing the system to be divided into separate components and easily expand functionality in the future.

Technologies used

Results

After a year and a half of work, our team delivered the client a fully customizable software solution that improved the company's savings and created new value for its customers. The new CRM system for traders, built on the .NET and React platforms, has the following key advantages:

• Order management module. The company was able to track all orders and their status in real time, even if several carriers are involved. Automatic dispatch, assembly and packaging notifications reduce manual work and operational time, which in turn saves the company money. A centralized overview of all orders allows the company to adapt its activities to current demand, identify possible delays and improve customer satisfaction.
• Analytics module. A powerful data analytics tool allows users to track and visualize their expenses, identify trends and gaps in business processes. With the help of analytics, a company's clients can make more informed decisions based on their current business needs.
• Additional load in real time. If you need to add additional load to an order that is already in the shipping process, this is possible thanks to this function.
• Smooth horizontal scaling. Thanks to the microservices architecture, the entire system is easily scalable horizontally. When a company decides to expand the functionality of the system or integrate it with other services, there is no need to rewrite the code. New functions can be added without interfering with the system logic.
• Stable performance under high loads. Our DevOps specialists have configured the system in such a way that computing resources automatically increase as the load increases. This means that the system can function effectively even with a large volume of user requests.

These are just some of the benefits our client received.

Create an up-and-coming software solution for trading with Twincore

If you need to develop a complex technology solution for your logistics company, turn to Twincore. Our team of professionals with extensive experience will help you at every stage of developing a custom software product. You can approach us with an idea or problem that needs to be solved, and we will provide you with a detailed plan on how we can help you overcome your business challenges. Contact us today and we will respond to you as soon as possible!