CRM Development Case Studies

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A CRM is only as good as the discipline it enforces. The systems below were built for companies where the sales process happens away from the office — in a venue, on a route between retail outlets, or on the phone with a distributor. That changes the design: offline-tolerant mobile clients, geolocation checks instead of self-reported visits, photo evidence attached to a task, and dashboards that show the manager what actually happened rather than what was typed in afterwards. Three projects, three different sales models, one common requirement — the data has to be trustworthy.