INFORMATION SYSTEM

Business Booster: CRM system development

Development of a web application serving as an information system (CRM) for managing business contacts and digital marketing campaigns

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About the project

The Business Booster information system (CRM) automates customer communication and enables more efficient management and evaluation of marketing campaigns using multiple communication channels.

Application and system features

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  • Email contact segmentation

  • Advanced contact filtering

  • Full-text contact search

  • Contact profile

  • Email personalization tools

  • Creating and managing email campaigns

  • Creating and managing SMS campaigns

  • Creating and managing direct mail campaigns

  • Campaign success statistics

  • Contact usage statistics

  • Contact import

  • Bulk sending

  • Google Calendar synchronization

  • Integration with Mailgun and Sparkpost for sending

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Assignment

The client approached us with a request to take over the development of an already existing customer relationship management (CRM) information system from the previous developer.

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Our primary goal was to fully grasp the entire project so that we could build on the work of previous developers, extend the system with additional functionalities, and ensure long-term growth. The goal was to maintain and improve a CRM that enables companies to make the most of their acquired business contacts.

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WHAT WE USED

Technologies and services

We have been involved in the project as part of a long-term collaboration. One backend developer is continuously dedicated to it.

rubyOnRails
  • Web application development

  • Information system development

  • Automation and digitalization

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DEVELOPMENT PROCESS IN 4 STEPS

Information system development

When taking over a product from another vendor, there is always a risk of spending a large portion of the allocated time reworking existing code. Nevertheless, we accepted this challenge and succeeded in fully taking over the entire system and successfully working on its optimization and further development.

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  1. 1Analysis of existing code

    Our software experts analysed the existing version of the project, familiarized themselves with the code, and proposed the first steps towards its optimization.

  2. 2CRM development strategy design

  3. 3Implementation of the proposed strategy

  4. 4Maintenance and further development of the information system

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Solution detail

We faced the challenge of taking over and further expanding a CRM system aimed at encompassing all the tools needed for efficient management of business contacts and marketing campaigns, and automating related activities.

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At the core of everything is the contact database. New records can be added manually, synchronized with a Google account, or imported from an email client and other sources. Business Booster can also be connected to a Google account to use information directly from Gmail — for example, for automatic generation of new contacts.

Each contact works as a profile containing basic information (e.g. name or gender) as well as data for marketing campaigns (e.g. preferred form of address). Files can be uploaded to each profile and records of related marketing activities can be added. This allows us to see, for example, statistics on sent emails including their success rate.

One of the two main goals of CRM development was to make customer communication more efficient. For this purpose, tools for convenient and clear contact management had to be added to the application. Contacts/profiles can therefore be sorted into groups, filtered using preset and custom filters, and searched using full-text search.

The second main goal was more efficient management of marketing campaigns. This is handled by the marketing section, which contains an interface for creating SMS, email, and direct mail campaigns as well as an overview of all previously sent series.

The success of completed campaigns is then tracked by the statistics section, which monitors the number of messages sent, messages marked as SPAM, and the number of users who unsubscribed. In addition, it provides an overview of contact sources and the total number of contacts in the database.
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How we helped

The Rascasone team took over the development of the information system for managing business contacts (CRM) and continuously keeps it up to date based on client and user requirements through the integration of modern technologies.

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For example, we extended the application with Google Calendar synchronization and integration with TickTick for efficient scheduling of meetings and tasks. We also added the capability for high-volume email sending with optional integration with Mailgun and Sparkpost.

We are glad to be creating tools that simplify everyday activities and help companies grow. Thank you for your trust, and we look forward to continuing our collaboration on the further development of the project.

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Vít Uličný

Founder & CEO

Vít Uličný