CRM Solutions to Improve Client’s Business Operations
The “CRM Solutions Project” marks a major milestone in our client’s journey toward digital transformation and operational excellence. The client — a mid-sized enterprise managing diverse customer relationships across multiple regions — approached Vision Tact to design and implement a custom Customer Relationship Management (CRM) system that streamlines communication, automates sales processes, and enhances customer experience through actionable data insights.
Our mission was to build a unified CRM ecosystem tailored to the client’s business model — integrating marketing, sales, and support functions under one intelligent digital platform. The result: a data-driven system that empowers teams, improves customer retention, and enables strategic decision-making in real time.
- Services: CRM Design
- Client: Allied Business Group
- Location: Riyadh, Saudi Arabia
Project Requirement
The client’s operations were constrained by fragmented tools, manual data entry, and disconnected communication channels. They required a custom CRM platform that could:
Centralize customer data across departments
Automate lead tracking and sales pipeline management
Integrate with email, WhatsApp, and ERP systems
Generate detailed performance and revenue analytics
Improve customer engagement through real-time insights
Our team worked closely with sales, marketing, and support departments to identify workflow inefficiencies and design a CRM framework tailored to their specific business goals.
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Custom CRM Platform (Web-based & Mobile-Responsive)
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Lead and Pipeline Management Modules
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Sales Automation Workflows for follow-ups and deal tracking
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Customer Support Ticketing System
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Integrated Communication Channels (Email, WhatsApp API, Chatbot)
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Analytics & KPI Dashboards with role-based access
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Integration with ERP & Payment Systems
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Automated Reporting and Forecasting Tools
Solution & Result
A smart and adaptive CRM platform that consolidated customer data, automated workflows, and improved inter-departmental coordination. The CRM was built with modular scalability, allowing the client to easily expand features as their operations grow.
The system introduced AI-powered insights, enabling managers to track sales performance, customer sentiment, and conversion metrics in real time. Automated notifications and analytics dashboards eliminated bottlenecks and empowered leadership with data-driven decision support.
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50% faster sales cycle through automated follow-ups and lead scoring
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40% increase in customer retention via personalized engagement campaigns
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Unified communication system improving response time by 60%
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Real-time performance analytics enhancing managerial visibility
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Seamless integration between CRM, ERP, and marketing tools
The CRM Solutions Project now stands as a cornerstone of the client’s business operations — driving measurable improvements in efficiency, collaboration, and customer satisfaction.
