Background
Can we replace a spreadsheet that contains customer data, leads collated from various sources, with a web application that can be accessed by multiple team members at the same time without having to manage the overhead of access control and data integrity issues? This was the simple question that started as a request to build a solution for Dental Card Services.
What ended up being built was a full-blown solution that calculated customer churn rate, customer lifetime value, customer retention rate, and many other metrics.
Key Objectives
- Improve data accuracy and reporting.
- Reduce time spent on manual processes.
- Scale operations to support future growth.
Implementation Details
The basic objective of building a minimum viable CRM product was met in the first 4 months of starting this project. However, what followed there on is pure value addition in terms of the number of reports that could be generated by slicing and dicing data that is collected over the last decade. This was a true value addition to the solution that was being built. Managing data is easier and might have made the life of the end user simpler. But analysing the data is something that opened the eyes of the management team to many more possibilities and how to manage the business in the long run. Business strategies evolved based on the data analysis output.
Quote from the Client:
"Webstrail is more than just an IT solution vendor for us. Webstrail is indeed a friend in need who advises you on what you need for your business in terms of growth and savings. They are not here only to better their bottom line.”