Built an Omnichannel CRM Platform for a Business with Multi-Channel Customer Operations

We developed an omnichannel CRM for a customer-oriented firm that had to coordinate customer interactions on multiple touchpoints while maintaining consistent customer information. The system enabled a single view of sales, service, and marketing information, thereby offering a holistic approach to customer relationship management.

Challenges

The client had customer information spread across different teams and communication channels. This made it difficult to maintain consistent customer records, coordinate follow-ups, and respond to enquiries quickly.

The major difficulties were:

  • Managing customer interactions across multiple communication channels
  • Keeping customer information consistent between teams
  • Tracking enquiries and support requests in separate systems
  • Checking that the sales and marketing follow-ups are timely
  • Coordinating customer activities in the sales, support, and marketing teams
omnichannel_overview

How We Solved Them

We developed a centralised CRM environment that connected customer profiles, communications, support activities, sales processes, and marketing workflows.

Here is how we did it:

omnichannel_solution
  • 01

    Unified customer profiles and interaction data across supported channels

  • 02

    Centralised enquiry, support, and communication history for each customer

  • 03

    Connected sales activities with customer records and ongoing conversations

  • 04

    Automated routing to direct enquiries and requests to the appropriate teams

  • 05

    Configured notifications to keep teams updated on customer activities and follow-ups

  • 06

    Integrated marketing workflows to support coordinated customer engagement

This gave teams a consistent view of customer interactions while reducing missed follow-ups and helping them respond more efficiently.

Results

  • 35%

    Faster Customer Response Times

  • 30%

    Reduction in Missed Follow-Ups

  • 25%

    Increase in Customer Retention

  • 40%

    Improvement in Team Productivity

Create One Connected View of Every Customer Interaction

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