CRM Enhancement for 33seven
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Project scope
Categories
Information technology Project management Software development UI design UX designSkills
business process communication project management customer data management software development user interface (ui) design customer relationship management33seven aims to improve its current Customer Relationship Management (CRM) system to better align with its business processes and enhance user experience.
The existing CRM lacks essential functionalities for efficient customer data management and streamlined communication. The goal of this project is to customize and develop additional features within the CRM to address these gaps. Learners will utilize their knowledge of CRM systems, software development, and user interface design to create a more intuitive and functional platform.
The project involves inputting client data, analyzing the current CRM setup, identifying areas for improvement, and implementing custom solutions tailored to 33seven's specific needs.
This initiative provides learners with a valuable opportunity to engage in real-world CRM customization, enhancing their skills in software development and project management.
The deliverables for this project include a detailed report outlining the current CRM limitations and proposed enhancements, a prototype of the customized CRM features, and a final presentation demonstrating the implemented solutions.
Additionally, learners will provide documentation on the customization process and user guides for the new features. These deliverables will ensure that 33seven can seamlessly integrate and utilize the enhanced CRM functionalities.
Providing specialized knowledge in the project subject area, with industry context.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
We at 33seven do 1 family business transition a month. You will more than likely do 1 or maybe 2 family business transitions in your lifetime. Doing 1 continuity plan a month gives us a unique insight into the pain points that business owners experience. Specializing in infinite banking, or what we like to call, The Tax Free Zone, we create and execute financial plans that will create more wealth for the next generations and allowing business owners to reduce their tax bills and reinvest back into their businesses.
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