Company Overview
Streamlining Processes and Enhancing Customer Engagement through Innovative Technology.
Trading and Financing Commodities Globally
Transamine is the oldest independent and privately-held commodities trading company, established in 1953. Specializing in non-ferrous raw materials, Transamine has evolved into a global company with offices on six continents. Transamine is considered a market specialist by producers as well as consumers for its global sourcing and supply of non-ferrous raw materials. Transamine enlisted the services of Tridhya Tech to create a CRM portal tailored to their specific needs in managing their clients, projects and fostering strong customer relationships.
Business Challenges
Handling large amounts of data
Handling large amounts of data was a major challenge for Tridhya Tech when developing a CRM platform. The platform had to be capable of securely storing various types of data such as customer interactions, project details, and other business information.
Complex data management
A CRM portal holds total data and needs to be comprehensively identified in terms of how data is stored, managed, and shared across the organization. This was a complex and time-consuming process.
Developing Customizable Reporting Feature
Developing the Transamine CRM platform posed significant challenges, one of which was creating a customizable reporting feature capable of generating different reports with varying parameters. To address this issue, the Tridhya team had to come up with a solution that not only allowed for easy configuration of different report formats and parameters but also ensured accuracy and reliability to cater to the diverse reporting needs of their client.
Business Solution
Robust Database Management System for Efficient Data Handling and Analysis
Tridhya Tech created a robust database management system with superior security and fast data retrieval. It integrates easily with other sources for efficient analysis of all business data in one central location.
Effective Data Governance
With proper guidance from Thridya Tech, Transmine developed a clear and organized data governance plan that outlines how the CRM portal's data is collected, stored, managed, and shared. Tridhya Tech regularly reviewed and updated the plan at every stage of development to ensure it remains effective and aligned with organizational goals.
Implementing Flexible Reporting System
Tridhya Tech tackled this challenge by implementing a customizable reporting system that allowed users to refine the displayed data using multiple filters. The system also generated Excel files that made data analysis easier, leading to informed decision-making and, ultimately, business success.
Features
Company Management
Organize interactions with companies, track progress and improve decision-making for increased sales and customer satisfaction.
Employee Management
Track and manage employee data for project management, streamlined workflow, and increased productivity.
Project Management
Organize projects with task creation, deadline setting, and progress tracking for effective collaboration and on-time delivery.
CRM Entry Management
Gather and store customer data for tracking and analysis to simplify project management and make informed decisions.
Reports Management
Generate exportable, data-driven reports to improve efficiency and progress towards sales objectives.
Conclusion
To improve sales management and customer relationships, Transamine collaborated with Tridhya Tech to create a customized CRM portal. Tridhya Tech created a flexible reporting system and database management system using various technologies and third-party libraries. The portal also allows you to manage employees, companies, projects, and reports. Transamine has been able to streamline their data management and make more informed business decisions because of the CRM platform.