CRM for the Mechanical Service Contractors

SharkByte is a CRM that streamlines sales processes for mechanical service contractors. Our client, Perfectware Solutions, is a leading provider of service management and sales tracking software for the Mechanical Service Industry. The company was seeking a team to develop a CRM with multi-tenant elements. It was important to the client to hire a vendor with successful experience in the CRM building. Since Sombra had an apposite case developing multi-tenant software, the client chose us among other candidates.

CRM for the Mechanical Service Contractors

Business Challenges

01

Hiring a team to develop a CRM with multi-tenant elements

Our Approach

We aimed to create a tool for simplifying and automating the selling process specifically for service contractors. The other crucial point was to maintain the integrity of the company’s data within one own database and tune the system to the needs of the companies.
The most complex issue was implementing multitenancy architecture into the system. There should be a new database for every tenant (company) and the system should retrieve data from the database for a particular user after the login.

Also, we have some difficulties with building a custom editor for proposals. We have used CKeditor as the base platform, but it turned out to lack functionality. We have to drill into the library code and optimize it for our needs.

Business Value

 

The issue with multi-tenancy was resolved through Hibernate using its default implementation for this purpose. The structure for database behavior is the following:  a master database managed by JDBC template and a tenant database managed by Spring Data JPA. The Master database holds the main information about the tenant and user credentials. The tenant database contains info about the company, customers, users, opportunities, and other crucial entities.

The outcome of the project is a robust CRM designed to guide contractors through the sales process. It has enhanced visibility over the activities of the sales team, supplying users with the most current tools and options. a mobile surveying, service contract and project estimating, proposal generation. The project contains tools like mobile surveying tool, project estimating, proposal generation, which streamline the sales process.

The crucial factor for us was to deliver a custom solution that meets all the contractors’ needs by mapping and optimizing complex processes. The client wanted the software to stand out among available options that were not fulfilling industry requirements. There were either add-ons to service management software or packages customizing other commercial CRMs. So, we created software encompassing essential features:

  1. Customer and sales tracking
  2. Contract and project estimating
  3. Electronic proposal generation

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Chris Garbacz

Co-founder, StudioNinja

The solution launched to user praise and minimal bugs. Sombra has adapted to technical challenges and limited resources throughout the partnership. Consistent communication, flexibility, and a willingness to incorporate feedback have enabled a seamlessly integrated workflow. Our relationship has run smoothly since the beginning.
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Martin Weber

CTO, Fooring Company

This is the best offshoring experience I’ve had in my 25 years of doing this. Sombra is very productive. We’re cranking things out with very little rework needed. We have speed and quality, which is important because the system is live, so if we make a change, it has an immediate effect on our customer base.
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Sloan Ginn

Former Director of Product

Sombra successfully delivered a smooth-functioning product in the time that the client needed. Their developers were competent and receptive to feedback; the team lead, in particular, proved to have great expertise. They were accommodating of large and abrupt changes, making them a reliable partner.
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Jack Crews

CTO, Legal Monkeys

Sombra keeps everything simple and prioritizes getting the work done. One thing that I was pleased with was that Sombra was able to adapt to and learn our approach to software development. They adopted our best practices and were productive within that development methodology. Overall, the quality of their work is above average.
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