01. The Opportunity

R&D Life Sciences spent time considering potential customer relationship management (CRM) options and could not find one with a solution to their problems. They had previously explored Zoho, SalesForce, Oracle, and Sugar CRM, to name a few, and none of them fit quite right for their needs. R&D Life Sciences had a specific way of doing business that the pre-existing CRM systems were not able to facilitate. They needed a system capable of operating the way they did business.

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02. The Solution

We hosted a discovery and strategy session where we discussed what their exact needs were in a CRM. From this conversation, we wireframed the CRM architecture and built out a 100% custom PHP system to fit all their first-round requirements. This included having the system manage their customers based on company, contact, and industry while incorporating a high functioning calendar for appointments and follow-up reminders. Their custom CRM now integrates their marketing needs for mass mailing and communications with their client base.

The positives of this custom system include the fact that it does not include any licensing fees the way other CRMs do because once the system is finished, ownership of it is maintained. This custom system is also geared entirely towards the needs of R&D Life Sciences without the overkill that the other systems include. It is a pure customer relationship management software rather than an accounting or pipeline management process.

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03. The Result

As with any custom development project, we continued with follow-ups and quality assurance checks to tweak the system as needed to perform exactly how R&D Life Sciences wanted. Through ongoing discovery and collaboration meetings, we identified desired modifications from the launch and reworked the system until it was perfectly set up to match the goals of their company and exceed the expectations they had at the start of the project.

We do not believe in clients settling on “just okay” – we want to provide above and beyond business solutions. Dream big and we will make it a reality.