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NON-PROFIT CRM SOLUTION

DreamzTech got the opportunity to develop a CRM system with an end-to-end solution so that they can manage the contacts and monitor the activities of engagements along with the follow-ups for the events.

OVERVIEW

The client runs a non-profitable missionary where they try to involve as many as peoples to join for a goodwill cause and donate. But they lacked in managing and follow-up with the contacts(people information) along with monitoring the activities against the contacts they had gathered from the events and campaigns being conducted.
DreamzTech got the opportunity to develop a CRM system with an end-to-end solution so that they can manage the contacts and monitor the activities of engagements along with the follow-ups for the events. The system being developed is a digitized platform so that the contacts across the globe can be operated from anywhere.

GOALS

  • Unification of data
    received
    from all equipment onto a single platform and automated interpretation.
  • Registering a sample for
    each
    machine with upper and lower reading limits so that alerts can be generated in case
    of
    abrupt fluctuations.
  • Process data and represent
    in
    the form of animated graphs and charts wherever possible for instant decision
    making.
  • Using Industrial IoT to
    monitor equipment health and provide scheduled maintenance, proactive and preventive
    maintenance.
  • Platform to view the
    current
    status of a machine and the ability to view its breakdown history.
  • The solution also provided
    the
    option to control machines from a user interface using PLC/SCADA and IoT.

Business PROBLEMS

  • The client lacked in a combined platform from where they could manage all their contacts and activities.
  • The client’s traditional platform lacked to manage leads, opportunities related to their organization.
  • Real-Time tracking and updates on the registered contacts were not possible.
  • Absence of intuitive Contact Search System.
  • Difficult to monitor the activities and engagements of different branches.
  • Reminders were not available which were causing schedule conflicts.
  • Promotion of campaign and event were costly.
  • Lack of options to update and track on the go.

SOLUTIONS WE PROVIDED

  • Introduced a combined platform for activities and engagement monitoring system.
  • Incorporated an option to keep track of all the emails, notes and activities of contacting people through the CRM module.
  • The client can track the live status of every contact added to the platform.
  • Developed an intuitive and user-friendly system to perform a search with optimum performance.
  • A complete system for the client to manage and monitor the engagement activities of missionaries with the contacts.
  • Introduced a compatible and follow-up management system.
  • Promotion of campaign and event are one click away from the present CRM.
  • A mobile app with the ability to update and track resolved the issue of accessing the platform on the go.

Approach from DreamzTech

The client wanted us to redesign their existing website and make it more responsive along with adding more features to reach out to more donors and sponsors.
Dreamztech has redesigned their existing website and made it more responsive and introduced multiple new features as per client requirement.

ANALYSIS

DreamzTech engaged onshore Business Analysts to interview stakeholders from client premises and gather requirements. They worked with offshore BAs and Solution Architects for further elicitation.

PLANNING

The architects from DreamzTech analyzed existing problems and the probable solutions to determine Technology to be used, database structure, data flow, and microservices. The plan was segregated into phases.

DEPLOYMENT

Our team comprising Project Managers, Tech Leads, Designers, Developers, and Quality Analysts worked with the client for 3.5 years following Agile methodology for technology implementation. Data migration was done successfully and due support was provided.

THE BUSINESS BENEFITS

DreamzTech helped with a tailored management system that has helped the client to manage and monitor the growing activities between the missionaries and the added contacts and keep up the pace with evolving technologies and business strategies. They now have a single platform to manage all verticals which include the transaction being done for the missionaries.
As of today, the client has successfully reached thousands of contacts and help them to engage with the missionaries for goodwill to cause charity. They have optimized their work management with insightful and actionable data generated from all their business lines and improved their contact’s satisfaction.

Key Application Features

The customized donation management system owned by the client constitutes several large and complex Solutions and Services. All challenges in complexity were overcome by DreamzTech and the following modules were delivered.

asset management systemCONTACT MANAGEMENT

It can directly set an engagement with the contacts for future prospects and convert it to a lead.

digital ad platformCONTACT ENGAGEMENTS

Can directly set an engagement with the contacts for future prospects and convert it to a lead.

b2b travel portal DONATION TRACKING

Helped the client to migrate the donation data from 3rd party on a regular basis and track the donations being received under a single platform.

automated oil changeHELP DESK

Processing, escalation and resolution portal for problems faced by members.

fleet management -asset managementNOTIFICATIONS

Users receive notifications for the events and campaigns.

asset order manageMEMBERS PRODUCTIVITY

Evaluate members contribution towards the missionary from productivity reports.

asset management systemCAMPAIGN MANAGEMENT

The client can schedule multiple campaigns on the preferred date and notify it to contacts and members.

digital ad platformPROFITABILITY REPORT

Reports on profitability and margins for better forecasts and business decisions

b2b travel portalEVENT PLANNER

Members can schedule the events on the calendar and notify that to the dependent members and users.

Technology Overview

USER INTERFACE:

HTML5

CSS 3

Bootstrap

Angular Js

React Native

BUSINESS LOGIC:

.Net core

C#

DATABASE:

Documentdb (nosql)

OTHER TOOLS & TECHNOLOGY:

GIT

JIRA

MS Visual Studio

Visual Studio Code

NPM

Trello

Azure Resource Tool

Azure Web App

Application Insight

Web Job

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