Industry - Computer Software

Optimizing Customer Relationship Management With A Custom Solution

Client: The client, Vaasist, is a leading provider of virtual assistance services. TechVariable developed a customized solution for them to ensure efficient service delivery to their customers. The solution enables Vaasist to manage the tasks and inquiries effectively by bringing in automation and visibility.

Services

Rapid Application Development

Technologies Used

Nodejs, React.is, MongoDB, Apache

Challenge at hand

We had to ensure that the solution can handle various services that Vaassist offers; one-time or recurring, and single service or a service package. The client wanted to ensure that the solution is able to track every service that their customers avail and the work allocation for those services is effectively maintained.

Before the solution, Vassist was managing all customer work manually. It created issues in work allocation and tracking. The inefficiencies were impacting customer satisfaction while increasing the internal work management overheads.

Proposed Solution

Our solution provided a dashboard to enable efficient client onboarding and service selection. The client work could now be assigned to team members, including account managers and team leaders. Employees working on assigned tasks and inquiries can then track the progress.

We also built a scheduler that automatically creates tasks and inquiries for recurring services. The automation ensured no work was left unattended by manual oversight.

The solution works on a robust infrastructure supported by bare metal servers. Apache proxy server allows users to connect securely, and WHM cPanel provides for easy management. As part of our long-term engagement, we continue to provide incremental features in an agile manner to strengthen the workflows even further.

Modules Implemented

Tasks & Inquiries Management

Users can efficiently create tasks and inquiries and assign them based on business rules and organizational structure.

Notifications and Mail Management

Administrators can configure the receivers for various emails and notifications, ensuring optimal and relevant information flow.

Role Management

Role management allows the client to manage granular permission without administrative and configuration overheads.

User Management

The application allows managing a user’s complete life cycle, from onboarding to exit from the organization.

Service and Package Management

The system offers visibility of available services and packages while allowing new additions and modifications as per the business requirements.

Company Management

This module manages the customers throughout their lifecycle. The application offers easy onboarding and service delivery management efficiently.

Need a custom software application for your business?

We at TechVarible do acknowledge that one size will not fit all. Hence, we work in collaboration with you to identidy, analyze & then develop a solution that fulfils your needs.

Either we will define the functional scope of your project to estimate the timeline and budget or you can create your own agile team from among our recources.

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