AllianceTek

About client

The client is an Australian based consultancy helping mid-size businesses to set up business workflows using Monday.com framework. Having the ability to personalize workflow that reflect their business, the client acts as a gateway to help streamline and automate repetitive task and thus minimize the room for errors and improves overall efficiency for the small, medium and enterprise businesses in Asia Pacific regions.

Business Needs

Develop a scalable yet automated CRM application that streamlines the entire workflow and core business functions in a seamless manner. Since this COVID-19 has caused majority sales team to make a shift on video conferencing, and web sales model, the main aim of the client is to build a robust yet end-to-end CRM solution with intuitive UI that help team leaders and sales representatives to take control over business deals thus eliminating the manual process and saves time without any extensive training.

Challenge

Reflecting frequent changes in the CRM workflows

While Monday.com is growing large customer base each day, the new and existing users even after constant usage of the framework, lacks the advanced knowledge to convert the existing workflows onto the boards. The sales representative and business operators were finding it hard to translate existing CRM’s workflows or to make changes and reflect them efficiently on boards. Furthermore, the client’s maximum time and resources was heavily invested in feeding data in CRM’s. Such bottlenecks makes it even difficult to onboard a new team member which further makes the process more cumbersome.