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About The Project

Project Overview

Goals is a customer relationship management system that assists firms in streamlining their sales operations, managing their sales team, and increasing revenue. Goals originated as a result of the rising complexity of sales processes and the necessity for firms to manage their sales teams more efficiently.

The software provides a platform for managing the sales staff, tracking their performance, and providing insights to help them improve. The software automates the sales process and provides a centralized platform to manage deals, bonuses, ROI, and customer interactions, which makes this a perfect balance to work.

The software provides forecasting and reporting tools to help sales managers make data-driven decisions and identify areas for improvement. Leveraging custom software development to meet the specific needs of the business and its sales team. Manager and sales representative positions are manageable from the manager's board. The Managers can invite their team to join them on the sales journey.

Sales and customers can be tracked, and leads can be assigned to a sales professional for follow-up.

By addressing these features, sales management software like Goals can help businesses increase their sales efficiency, improve customer satisfaction, and drive revenue growth.

Key Phases

Breaking down the project on these 3 main key phases & further in weekly modules to get the project on track and accountable.

1
Planning and Analysis
  • Requirement Gathering
  • User Research
  • Information Architecture
  • Wireframing and Prototyping
  • Technology Stack Selection
2
Design and Development
3
Deployment and Maintenance
  • Deployment
  • Monitoring and Security
  • Continuous Improvement
  • Maintenance and Support
Challenges we had

The Problem

Creating customer relationship management software like Goals, which includes dashboard insights, team building, lead management, a chat module, bonuses, commissions, contests, and highlights, can be a difficult undertaking. Among the difficulties that developers confront are:

Importing existing data to the platform One of the biggest challenges is to have the old data migrated to the new platform. Since the users might have their existing data in some other CSV files or another sales management system, they will need a way to have their data in the Goals platform.

Ensuring data security Sales management software deals with sensitive customer and sales data, so ensuring data security is crucial. The software needs to have robust security measures in place to protect against data breaches and cyber attacks.

Designing a user-friendly interface The software needs to have a user-friendly interface that is easy to navigate, especially for sales reps who are constantly on-the-go. The design needs to be intuitive and visually appealing to encourage adoption by the sales team.

Balancing customization with simplicity Sales teams have unique workflows and processes, so the software needs to be customizable to meet their specific needs.

Ensuring scalability Cope up with the evolving software development trends to be able to handle increasing amounts of data and users as the business grows. The developers need to design the software with scalability in mind to avoid performance issues in the future.

Goals-new
See what we solved

The Solution

Developers need to balance customization with simplicity, ensure data security, design a user-friendly interface, and ensure scalability to meet the needs of businesses of all sizes.

Importing existing data to the platform 
As the users will have to have a way to import their data from another system to Goals is why import data feature comes into picture. It helps the users to import all previous platform data to the new system easily.

Ensuring data security 
The system has incorporated security measures to keep the data safe and stored without being at risk in order to safeguard the users’ data and the data kept in the system.

Designing a user-friendly interface 
For the sales team to be more likely to accept it, the design must be user-friendly and visually appealing. In order for everything to be visible to users and easily accessible, we precisely followed that advice and kept the UI and UX as minimal as possible.

Balancing customization with simplicity 
Too much customization can lead to complexity and confusion, so striking a balance between customization and simplicity is essential. The Goals is a perfectly balanced platform for users to have their sales be in balance.

Ensuring scalability 
Increased system capacity, usually through replication, and performance optimization’s of system components are the two main software development methods that we have accomplished scalability.

Goals_Portfolio_Image3
Final Milestone

The Result

To summarize, developing sales management software with such a high range of features requires a deep understanding of the sales process and the challenges faced by sales teams.

An admin panel is a crucial component of any sales management software like Goals, as it allows administrators to manage the software, user accounts, and system settings. Goals admin panel has ability to manage user's accounts, help chat feature, an option to live chat so the user can communicate in real time with the system’s admin.

This include advanced customer service management (chat/email) features that allow businesses to track customer issues and support tickets, provide self-service support options, and respond to inquiries in a timely manner. These features can help businesses provide better customer service and improve customer satisfaction.

Goals is designed to be accessible from any device, including desktops, laptops, tablets, and smartphones. This feature allows businesses to manage their customer relationships from anywhere, at any time, and ensures that critical customer data is always accessible.

Technology Stack

The tech stack used to construct this CRM system comprises HTML, Tailwind CSS, React for frontend development, Laravel (PHP) for the backend, and MySQL for data administration. This collaboration gives a wide range of help, speed, and smooth connection. The user interface is built using HTML, CSS, and JS, while Laravel provides backend functionality and MySQL enables consistent data storage and retrieval. React provides a better user experience.

Sales Enablement & Performance Tracking Platform
HTML5
Sales Enablement & Performance Tracking Platform
Tailwind CSS
Sales Enablement & Performance Tracking Platform
React
Sales Enablement & Performance Tracking Platform
Node
Sales Enablement & Performance Tracking Platform
Swift
Sales Enablement & Performance Tracking Platform
kotlin

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