endorsedOngoing

SharePoint-based Advisory CRM for IT Services Startup

Services Covered:

Custom Software Development

Industry

Software Development

Duration

9 months

Budget

50K - 199K

Start Date

1 May 2022

Team Size

6-10

Engagement Model

Nearshore

Project Capability Score (PCS)

76/100

Good

Project Capability Score (PCS) estimates how capable Sigma Software Group is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Space Node AB

Stockholm, Sweden

Project Summary

Sigma Software Group developed a SharePoint-based advisory system — a modified CRM and operations platform — for an IT services and consulting startup. The system includes document management, automated daily tasks, and integrations with Microsoft Dynamics 365 and Microsoft Planner. The client reports faster lead-to-deal cycles and increased sales, positive internal feedback, and strong project management and communication via Microsoft Teams.

Key Challenges

We needed help with custom software development.

Project Deliverables

SharePoint-based enhanced CRM/operations platform
SharePoint document management system with automated daily tasks
Integration with Microsoft Dynamics 365 and Microsoft Planner
System to track strategy, goals, and achievements
Ongoing marketing, sales, back-office, and operational support

Project Solution

Sigma Software Group designed and implemented a SharePoint-based advisory system from idea to planning, design, and implementation. They performed SharePoint development and Microsoft Dynamics 365 work, integrated the solution with Microsoft Planner, and built features for operational and sales processes, automated daily tasks, and strategy/goals tracking. They also provide ongoing support for marketing, sales, back-office, and operations.

Project Outcome

Faster lead-to-signed-deal process and increased sales
Positive internal employee feedback on the platform and its support
Strong project management and punctual delivery despite wartime disruptions

Platforms

Tech Stack

Microsoft Sharepoint

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The platform is now more automated and easy to use; it has made it easier to get signed deals, which has increased sales as a result. Moreover, Sigma Software Group's dedication has stood out overall. The team is prompt to deliver despite the challenges, and they communicate well via Microsoft Teams.”
Rickard Dittmer
Managing Director
Date: 02/21/2023