Integrated CRM Solutions to Streamline Sales and Boost Customer Engagement

As mid-sized enterprises continue to digitize their sales and customer engagement strategies, CRM software vendors face mounting pressure to modernize.

• Disjointed Customer Data Across Platforms: Many software and service providers struggle with fragmented customer data spread across legacy systems, making it difficult to gain a unified view of customer interactions and drive personalized engagement.

• Lack of Workflow Automation and Sales Visibility: Manual processes and outdated CRM tools limit the ability to track leads, monitor pipelines, and automate sales tasks, resulting in inefficiencies and lost opportunities.

• Poor Mobile Accessibility for Distributed Sales Teams: Traditional CRM solutions often fail to support mobile-first usage, preventing sales teams from accessing critical information and tools while on the move.

Design and implement a scalable, cloud-enabled CRM solution tailored for a leading CRM provider, supporting both their internal operations and their end-user platform. The goal: centralize customer data, automate sales workflows, and enhance user engagement across web and mobile environments.

Team International provided a cross-functional team to collaborate directly with the client’s product and engineering groups. Our work included:

• Building a centralized CRM platform accessible via web and mobile, leveraging ASP.Net, Angular, Ionic, and Capacitor.

• Implementing advanced sales pipeline tracking and workflow automation.

• Designing mobile-first features for sales teams on the go.

• Developing in-depth analytics and reporting tools to support smarter decision-making.

• Supporting scalability and performance improvements by aligning backend systems with SQL-based architecture.