Case Study

PRMNTPROSales Ecosystem

01.Custom CRM Development
02.Data Aggregation & Analytics
03.Workflow Automation
PRMNTPRO CRM Dashboard

We developed a comprehensive sales ecosystem for PRMNTPRO that brings together fragmented data sources into a unified platform, eliminating process friction and providing unprecedented visibility.

PROBLEM

Fragmented data created a disjointed sales process

PRMNTPRO was struggling with data scattered across multiple platforms, creating information silos. Sales teams were unable to access a complete view of customer interactions, leading to missed opportunities and redundant outreach efforts.

Their team was spending up to 15 hours per week on manual data entry and reconciliation tasks. This administrative burden diverted valuable time from relationship building and closing deals, directly impacting revenue generation.

Pain Points
Data Fragmentation
Manual Processes
Visibility Gaps
SOLUTION

A unified sales ecosystem with intelligent automation

PRMNTPRO CRM Dashboard

We developed a custom Sales CRM that integrated seamlessly with their existing tools. Using MAKE as the automation backbone, we created workflows that automatically captured and processed data from various sources including phone calls, emails, and meetings.

Our solution included a custom web application with an intuitive dashboard that gave the sales team a holistic view of their pipeline. We implemented a tailored database architecture to ensure optimal performance and data integrity, allowing for real-time analytics and reporting.

TECHNOLOGIES USED
MAKE
React
Node.js
PostgreSQL
AWS
RESULTS

Transformative outcomes with measurable impact

01
40%

Productivity Boost

Sales team reclaimed 15+ hours weekly through automated data capture and processing

02
30%

Higher Conversion

Improved lead conversion through better targeting and follow-up consistency

03
60%

Less Admin Time

Dramatic reduction in manual data entry and reconciliation tasks

ONCODE transformed our sales process with their custom CRM solution. The automation workflows they built with MAKE saved our team countless hours of manual work, and the centralized dashboard gives us unprecedented visibility into our sales pipeline.

P
PRMNTPRO Leadership Team
Sales Operations

Our Technical Approach

Custom CRM Development

We designed and built a tailored CRM solution that addressed PRMNTPRO's unique sales process and requirements, creating a system that aligned perfectly with their team's workflow.

Automation Implementation

Using MAKE, we created sophisticated automation workflows that streamlined data collection and processing, eliminating repetitive manual tasks and ensuring data consistency across platforms.

Database Architecture

We designed and implemented a custom database setup optimized for their sales data and reporting needs, enabling powerful analytics and ensuring scalability as their business grows.

"

ONCODE transformed our sales process with their custom CRM solution. The automation workflows they built with MAKE saved our team countless hours of manual work, and the centralized dashboard gives us unprecedented visibility into our sales pipeline. Their technical expertise and understanding of our business needs resulted in a system that perfectly aligns with how we work.

P

PRMNTPRO Leadership Team

Sales Operations

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TECHNICAL APPROACH

How we built it

01

Custom CRM Architecture

We designed and built a tailored CRM solution from the ground up, creating a system that precisely aligned with PRMNTPRO's unique sales workflow and processes.

User-centered design approach
Modular component structure
Extensible API architecture
02

MAKE Automation Suite

Using MAKE as the automation backbone, we created sophisticated workflows that eliminated repetitive tasks and ensured data consistency across all platforms.

Multi-source data integration
Conditional logic workflows
Error handling mechanisms
03

Database Architecture

We implemented a custom database setup optimized specifically for sales data structures, enabling powerful analytics while ensuring long-term scalability.

Normalized data schema
Advanced indexing strategy
Performance optimization

System Architecture

Data Sources
CRM APIs
Email Services
Call Systems
Calendar Services
Processing
MAKE Workflows
Data Transformation
Business Logic
Custom APIs
Output
Custom Dashboard
Analytics Platform
Alert Systems
Reporting Tools

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