About the Client​

The client is a Canadian company that develops and markets premium natural health products to healthcare professionals and select health food retailers. With the goal to create the world’s most effective natural health products, the company’s product development effort combines critical thinking with the latest scientific research. Established in 2005, the company’s R&D and scientific advisory panels comprise experienced and licensed natural healthcare practitioners in natural ingredients as well as nutraceutical manufacturing. Its sales, customer services, operations, and administration teams work tirelessly to provide its customers with product information and impeccable distribution services.

Business Challenge

The company is progressively revamping its internal business systems to enhance its capacity to quickly process orders to support its growth and scalability. The company’s existing CRM solution was built with older technology that lacked several capabilities. Existing off-the-shelf solutions lacked the features or integrations required for seamless order processing. They decided to invest in a custom-built Customer Relationship Management (CRM) application that would ensure agility and flexibility in order processing.

The company looked to provide its employees a single view of the status of all their existing orders and real-time insights with regard to sales and marketing of their products for demand-focused promotions and better market reach. The company also aimed to leverage the insights to modify its business operations and strategies. The next-gen CRM application needed to be:

  • A robust, enterprise-grade cloud application v
  • Fluid User Interface to receive, process, and execute orders across channels
  • Compatible with multiple browsers such as Chrome, Edge, Firefox, and Safari

Trigent Solution

The company partnered with Trigent to develop a ground-up web application customized for their specific business needs. Leveraging Trigent AXLR8 Labs, the team quickly participated in a knowledge transfer process to understand the company’s existing data flows and processes. This phase also included collaborative discussions around software architecture, technical stack, and other key aspects.

Leveraging Trigent’s

Product Engineering expertise
,
the company developed an end-to-end bespoke solution. Trigent’s team transformed legacy applications into a modern, scalable cloud-native solution. The enterprise-grade application is insight-driven, well-integrated, user-friendly, seamless, and agile.

Furthermore, leveraging Trigent AXLR8 Labs enabled the organization to streamline and simplify workflows by delivering a connected digital experience across the following areas:

  • User Management
  • Order and Credit Management
  • Product and Pricing Management
  • Promotion Management
  • Customer Management

The software architecture was built on the PHP Laravel framework, and tools such as HTML5, VUE.JS, and CSS3 were used as the UI layer.

To enhance user experience, improve efficiency and simplicity, AXLR8 Labs’ team integrated several disparate systems such as Freshdesk, Dataninja, Quickbooks, Moneris, Zapier, and Google Maps, into the framework. The seamless integration ensured continuous scalability, seamless performance, increased agility, and reliability, thereby reducing uncertainty and risk.

Furthermore, Trigent’s team went a step ahead and integrated several marketing tools and platforms such as Mail Chimp and Zoom, to name a few, into the framework. The integrations were instrumental in developing and orchestrating several product promotions and marketing campaigns for better market reach.

Multiple dashboards to analyze CSR, Sales, and Warehouse performances were created leveraging MySQL within the framework. The dashboard included customized reports, providing valuable insights to several teams such as sales, marketing, and operations. Leveraging the Product studio, the team also created a VP Dashboard leveraging Advanced JSON that provided insights to the leadership regarding Year To Date (YTD) sales and other account-specific insights.

Summary

They have a good escalation chain, which allows matters to get sorted right away.

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