Building a comprehensive CRM for IT sales management
Enterprise Package Solution

Building a comprehensive CRM for IT sales management

SY Partners developed an advanced CRM system on the Salesforce platform, empowering marketing and executive teams to seamlessly manage potential leads and drive sales efficiency. 

Building a comprehensive CRM for IT sales management
Tech stackSalesforce Sales Cloud core, LWC, APEX, Data migration
Project ScopeStage 1: Consulting
Stage 2: Requirements Gathering & Analysis
Stage 3: Design
Stage 4: Implementation & Coding
Stage 5: Testing
Stage 6: Deployment
Stage 7: Maintenance
Development Timeline2023/05 ~ 2023/08: Development
2023/08 ~ Present (Latest update: 2025/08): Operations and Maintenance
Project Size10MM

About the client

A prominent IT company in Singapore

Painpoints

1. Lead Management Challenges

Difficulty in efficiently tracking and managing potential leads, leading to lost opportunities.

2. Poor Communication and Follow-up

Ineffective communication and follow-up processes, making it hard to build strong customer relationships.

3. Lack of Reporting and Analytics

Insufficient tools for reporting and analytics, limiting the ability to make informed, data-driven decisions.

Features

Addressing Painpoints with Tailored Features:

I. Marketing Module

1. Lead and Opportunity Management

Revolutionized lead tracking and opportunity management, ensuring no lead falls through the cracks and maximizing conversion potential.

2. Email Campaign Management

Seamlessly configured email domains and designed customizable email templates, enabling highly effective email campaigns directly from the CRM.

3. Reporting and Dashboard

Crafted comprehensive reports and dynamic dashboards, delivering real-time insights into marketing performance and lead progression.

II. Sales Module

1. Enhanced Full Sales Cycle

Optimized account and project management processes, ensuring a smooth transition from lead acquisition to project completion and client satisfaction.

2. Ticket Management

Implemented an intuitive ticket management system, streamlining issue tracking and resolution to enhance customer service efficiency.

3. Report & Dashboard

Developed in-depth sales reports and visually engaging dashboards, providing unparalleled visibility into sales activities and performance metrics.

Client Feedback

"SY Partners' CRM solution led to a remarkable 40% increase in lead conversion rates, transforming our sales pipeline."

"Our executive team now enjoys real-time access to critical sales and marketing data, significantly enhancing our strategic decision-making process."

Enterprise Package Solution