Case Study

Tridhya Tech's Tailored CRM Solution for Transamine

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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

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    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.

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    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.

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    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.

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Business Solution

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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.

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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.

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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.

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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.

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