Customer Relationship Management

PRO DUOLA - CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

  • Complete Historical Data Audit and Data       Migration
  • Application Design and Functionality       Assessment
  • Fully Customized User Interface
  • Automated Reports and Analytics
  • Direct Integration with Gmail Accounts
  • Implementation of Facebook APIs for all       Contacts
  • Client Demonstrations and Walkthroughs
  • Training & Enablement
  • End-to-End Testing
  • Center of Excellence

Client Challenge

ProDoula is a small business based out of New York whose mission is to elevate the role of doulas to a professional level through industry-leading workshops and certifications. As a small company, their need for a CRM product went beyond just a simple functioning application; they needed a system that was efficient and a support structure that enabled them to maximize their ability to coordinate and maintain all of their doulas and workshops.

Client Success & Solution

TechCORE Management Solutions Services, formerly known as ArchiTECH Solutions, transferred all client contacts and workshop information from excel spreadsheets to an electronic database which connected to the Creatio (formerly bpm’online) environment in a way that was intuitive for them to use. To accomplish this, TechCORE MSS provided them with personalized support which included hands-on training and customizations that made the product unique and reflective of their distinct business philosophy.

Benefits & Results

Our consultants successfully deployed a solution plan that was entirely curated to the client’s needs and specifications. The application design and functionality were uniquely developed to meet ProDoula’s robust requirements to collect and maintain detailed records of their client base and individual workshop information. The centralized data-gathering and on-demand reporting capabilities have had a significant return on investment for their small business.

Professional Services Provided

  • Business Process Re-Engineering
  • Operations Assessment & Analysis
  • Operations & Maintenance Support
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