NetiApps developed a complete Customer Relationship Management System.
- Custom fields and Blocks for the required functionality.
- Complex Visibility permissions were involved to safegaurd privacy of data.
- Complex picklist combinations played a critical role in analysing the customer data.
- Integration of core banking feature to ease out data extraction, where by allowing the in-staff to view user-related data.
- Automatic populating of fields depending on various parameters, reducing human efforts.
- Easy, quick and asynchrounous data requests, enhancing user experience.
- Auto Extraction of data in Excel format, thus enabling report style updates.
- Automatic report scheduling.
- LDAP Active Directory integration, to enhance user experience.
- To configure the Server for more than 250 Concurrent users logged in.
It was a very interesting and challenging project to work with our Client. They were very supportive for each and every analysis and implementation.
- The CRM was well suited for this application, customizing the themes, login and other screens as per Client requirement.
- Creating Profiles, Roles and Groups based on the Region and Hierarchy.
- Complex Visibility permissions were achieved by analyzing the permissions and accessibility.
- Complex picklist dependencies were achieved through carefully analyzing various parameters involved in designing each dependency.
- Integration of CRM with core banking feature achieved successfully through API, thus making the solution future compatible.
- LDAP integration with CRM achieved successfully with all the requirements.
- Automatic dashboard scheduling and automatic email notification to the concerned associates successfully by using the custom code.
- Server Configuration for more than 250-300 concurrent users. Using Linux hosting, allot the typical memory configuration and Processor distribution. And other server based configuration and versions.
- Optimizing the Application and MySQL queries for speed concerns and caching the pages by server.
We were successfully able to deliver a full-fledged CRM comprising various features, such as:
- Efficient architectured system which helped the client to manage business smoothly.
- Efficient movement of data across various departments based on multiple workflow parameters.
- Core banking feature, making our system future-proof.
- Auto-escalation of data across various roles and users.
- LDAP integration allowing the users to use single login credentials across various in-house applications.
- A fully-fledged system capable of handling huge amounts of simultaneously encrypted data flow with a lot of importance given on security and privacy of data.