How We Provided Web Development and CRM Integration Service for a B2C Company

Highlights

Custom Landing Website Development: improved the client’s online presence and credibility, leading to increased sales and elevated customer experience.
Zoho CRM Integration: unified all customer information in a single place, allowing sales managers to process orders more effectively, including with the help of Zoho CRM mobile app.
Digitized and Automated Ordering and Payment Processes: ensured seamless data flow, eliminating paperwork, reducing manual data entry, as well as minimizing possible errors.

Client

The client is Stone Pro Center, a respected monument company based in New York City, USA. They create cemetery markers, monuments, and memorials of the finest craftsmanship and quality. The company has years of experience in its niche and crafts cemetery memorials from the highest-grade material available.

Website:

Visit

Country

the USA

Team Size:

Product

The product is a client’s WordPress website and an order form that is integrated with it. The website is aimed at helping a client deliver an effective, seamless, and ethical monument ordering experience for the customers, leveraging modern technologies and eliminating any unnecessary paperwork.

Goals and objectives

Consolidate All Customer Data in a Single Place: Before reaching out to SPD Technology, the customer managed their orders and payments using email, Excel spreadsheet, and Notepad so the first goal was to enable business process management using a single tool.
Automate Shipping Info Tracking: Streamline the process of tracking and managing shipping information to enhance the efficiency of order fulfillment.
Develop an Invoicing Feature: Move from paper document invoicing to digital invoicing for increased efficiency and accuracy.

Project challenge

Inefficient Workflow:
Introduce a CRM system to digitize and centralize all business-critical tasks as the client was manually managing all users, order tracking, and finances using a combination of Microsoft Excel, notepad, and email.
Simplify Order Placement:
Minimize the number of steps required to complete the order for the customer, offering a simple, clear, and ethical flow.

Solution

To kick off the development of the project, our team decided to use WordPress, a popular open-source Content Management System (CMS) to create a custom website. This CMS provides a user-friendly interface and supports a vast ecosystem of plugins and themes for customization, that aligns perfectly with the business needs of our client.

As for CRM systems, we considered well-known options, such as Salesforce, HubSpot, Pipedrive, Zoho, and ActiveCampaign, and after some research ended up with Zoho CRM. In addition to being an easy-to-operate system for non-technical salespeople, it became a one-stop choice because of its budget-friendliness. Zoho CRM also has a very simplistic and user-friendly interface while providing complete finance and warehouse capabilities in one place, which is perfect for our goal to centralize all customer data. Using Zoho CRM, the client can manage leads in one place, plus have free access to a Zoho mobile app for effective issues management on the go.

At the next step, the team from SPD Technology prepared an order and invoice templates, to allow the client to use them in an easy and fast way. We configured the dashboard to display customers’ personal information, total deposits per customer, balance reminders per invoice, and total outstanding accounts receivable.

Tech Stack

WordPress
Zoho CRM

Our results

We successfully delivered the scope of the project in the shortest possible time and allowed our client to improve business processes and provide a more convenient customer experience.

Improved Lead Generation and Customer Relationship Processes: our team developed a WordPress website with the order form, successfully centralizing all critical customer data in one place.
Configured Zoho CRM According to the Client’s Needs: we configured CRM’s modules to align with the client’s sales processes, connected a mobile app, as well as set up custom fields, dashboard view, workflows, and automation rules to streamline and automate business processes.