CRM and Marketing Lead Management System
Context & Pain points
• Marketing and sales channels were difficult to manage.
• The legacy system did not provide adequate visibility into students' interaction histories and service usage.
• Extracting data for business strategy analysis was difficult.
Client Objective
Resolve the existing operational challenges.
Solution
• Fenix integrated a CRM system that gives the client a comprehensive view of interactions across sales channels.
• Detailed consultation records and each student's service journey are captured as they occur and organized chronologically.
Challenge
The team needed to clarify business requirements, maintain consistent data, and limit the impact on related features throughout development.
How We Solved It
• We worked closely with the client to clarify requirements and agree on the implementation approach.
• We broke the work into smaller, manageable tasks.
• Reviews and testing at each stage helped us identify issues early.
Scope
- Solution proposal
- Offshore development
- High-level design
- Implementation
- Unit testing
- Integration testing
- Bug fixes
- Release deployment
System Features
- Lead management
- Interaction history tracking
- Status classification
- Marketing activity management
- Reporting and data search
Outcome
• The number of leads increased by more than 40%.
• The repeat customer rate rose by 10%.
Testimonials
Hear from the clients who have worked with Fenix throughout their projects.
Our Work
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