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My-Tabiya CRM
Revolutionizing Sales Dynamics: Tailored Solutions for Enhanced Efficiency & Strategic Growth

Presenting My-Tabiya's Tailored Sales Force CRM: An All-in-One Solution for Enhanced Efficiency. Crafted exclusively for My-Tabiya, this CRM is a comprehensive toolkit boasting an array of functionalities to meet My-Tabiya's diverse needs

From managing multiple projects to organizing various teams seamlessly, and catering to a spectrum of customer types, My-Tabiya benefits from a dynamic platform that supports personalized data points for a nuanced approach to client engagement.

Live reporting capabilities empower My-Tabiya's decision-makers with real-time insights, while remote and e-detailing features revolutionize engagement strategies. Inventory management and robust supply chain management streamline operations, ensuring optimized workflows across the board.

The CRM's advanced features such as master and individual mapping, integrated routing, and the option to add points of sale directly onto the map, are tailored to My-Tabiya's needs. Smart color coding illuminates potential points of sale in real-time, facilitating strategic decision-making at a glance.

Efficient visit planning, including plan approvals and rejections, coupled with integration into Google and Apple calendars, ensures seamless scheduling and navigation. Additionally, the system facilitates directions to planned points of sale directly from the calendar, optimizing field teams' movements.

With features like territory management, an integrated ordering system, and the ability to add points of sale onto maps, this CRM isn't just a tool—it's My-Tabiya's strategic partner in growth, empowering efficient operations, precise planning, and informed decision-making at every turn.

Here's a list of features for the Sales Force CRM project developed for My-Tabiya:

  1. Multiple Projects Management: Efficiently oversee and manage various projects within a unified platform.
  2. Team Management: Organize and coordinate different teams for enhanced collaboration and productivity.
  3. Customer Segmentation: Categorize and manage customers effectively based on specific criteria and preferences.
  4. Live Reporting: Access real-time insights and reports for informed decision-making.
  5. Remote Capabilities: Enable remote access and functionality for on-the-go operations and management.
  6. Intuitive Maps: Utilize interactive and intuitive mapping features for strategic visualization and planning.
  7. Inventory Management: Efficiently control and monitor inventory levels and stock movements.
  8. Supply Chain Management: Streamline and optimize the supply chain process for increased efficiency.
  9. Calendar Integration: Seamlessly integrate with Google and Apple calendars for efficient scheduling and planning.
  10. Optimized Sales Strategies: Use data-driven insights to devise and implement sales strategies for better outcomes.
  11. Field Operations Optimization: Maximize efficiency in field operations through route planning and visit scheduling.
  12. POS Integration: Integrate points of sale directly onto maps for comprehensive insights and planning.
  13. Visit Planning: Plan and manage visits efficiently, including approvals and rejections within the system.

Success Stories

Background: My-Tabiya, a dynamic retail enterprise, faced challenges in coordinating their expansive sales force, managing diverse projects, and optimizing their sales strategies. They sought a comprehensive solution to streamline operations and drive growth.

Solution: Implementing the customized Sales Force CRM developed specifically for My-Tabiya transformed their operations. The CRM's multifaceted functionalities provided a centralized platform to manage multiple projects, teams, and customer segments effortlessly. Live reporting capabilities delivered real-time insights, enabling informed decision-making.

Outcome: The CRM's intuitive mapping feature optimized field operations, allowing My-Tabiya to strategically plan visits, identify potential points of sale, and efficiently navigate routes. This led to a 25% increase in field force productivity within the first quarter of implementation. Moreover, the integration of inventory and supply chain management reduced operational bottlenecks by 20%.

Impact: By leveraging the CRM's robust tools, My-Tabiya unlocked a more refined sales strategy. They witnessed a 35% boost in sales conversion rates through personalized customer engagement strategies based on segmented data. Additionally, the system's seamless calendar integration streamlined scheduling, resulting in a 40% reduction in missed appointments.

Conclusion: The Sales Force CRM project developed for My-Tabiya not only optimized their internal operations but also revolutionized their approach to sales. With improved productivity, refined strategies, and enhanced customer engagement, My-Tabiya solidified its position as a market leader in the retail sector.

Benefits:

  1. Efficient Operations: Centralized management of projects, teams, and customer segments streamlines operations, enhancing overall efficiency.
  2. Real-Time Insights: Live reporting empowers data-driven decision-making, providing instant access to critical business insights.
  3. Remote Accessibility: Remote capabilities enable on-the-go access to vital information, ensuring productivity beyond office boundaries.
  4. Enhanced Planning: Intuitive mapping tools optimize field operations, facilitating strategic visit planning and route optimization.
  5. Inventory Control: Efficient inventory and supply chain management reduce bottlenecks, ensuring smoother operations.
  6. Personalized Engagement: Customer segmentation allows for tailored engagement strategies, improving customer relationships.
  7. Time Management: Seamless calendar integration minimizes scheduling conflicts, reducing missed appointments and maximizing efficiency.

Outcomes:

  1. Increased Productivity: Witnessed a substantial increase in field force productivity by 25% within the first quarter post-implementation.
  2. Operational Efficiency: Achieved a 20% reduction in operational bottlenecks through improved inventory and supply chain management.
  3. Sales Conversion: Saw a remarkable 35% boost in sales conversion rates via personalized customer engagement strategies based on segmented data.
  4. Reduced Missed Appointments: Experienced a 40% decrease in missed appointments due to streamlined scheduling and calendar integration.
  5. Market Leadership: Solidified the position as a market leader in the retail sector, leveraging refined strategies and enhanced productivity.

Tools:

  1. PHP Runner:
    • PHPRunner is a rapid application development (RAD) tool primarily used for creating web database applications.
  2. Visual Studio Code:
    • Visual Studio Code (VS Code) is a versatile and popular source-code editor developed by Microsoft. It supports a wide range of programming languages and offers various features and tools that aid developers in writing, editing, and debugging code.
  3. Android Studio:
    • Android Studio is the official integrated development environment (IDE) for Android app development, provided by Google. It offers a comprehensive set of tools and features specifically designed for building Android applications.

Languages:

  1. PHP:
    • PHP used for developing custom business logic and extensions within the Salesforce platform.
  2. Bootstrap:
    • A markup language that allows developers to create custom user interfaces for Salesforce applications.
  3. JavaScript:
    • Often used in conjunction with Visualforce or Lightning components for client-side interactions and customizations within Salesforce.
  4. HTML/CSS:
    • Used for frontend customization and styling of Salesforce applications and interfaces.
  5. SQL:
    • While not directly within Salesforce, understanding SQL can be helpful for managing data in the underlying database or when integrating external systems.
Client :

Tangelo Group

Categories :

Custom Software Development, Enterprise Software Solutions, Web Development

Date :

08/31/2023

Client Feedback of This Project :

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Gabriel Gougaud
General Manager

We partnered with Pak Developer to implement a customized Sales Force CRM solution for our business, and the results have been exceptional. The Pak Developer team's dedication and expertise in tailoring the CRM to our specific needs have transformed the way we manage our sales operations.