Cellip was a leader in Microsoft-integrated telephony and chose to focus even further on the area to help its customers and partners modernise their business communication. The company built its solutions around Microsoft's platforms and could combine telephony with the digital tools many companies already used in their daily work.
Cellip was a cloud company, born in the cloud, and all of its services had been developed from the outset to be delivered digitally. That let the company offer flexible communication solutions without the same dependence on local infrastructure, physical PBX systems and extensive installations at customers' offices.
They offered solutions for several types of companies and technical starting points. That could mean businesses wanting to build on an existing cloud or mobile solution, but also companies still running their own PBX or server that wanted to begin the transition to cloud-based communication.
Whatever technical solution the customer was using, Cellip could help with the journey towards a more modern and flexible communication environment. The goal was to make it easier for employees to communicate and collaborate regardless of location, device or existing technical infrastructure.
On 1 October 2020, Cellip merged with its sister company Weblink to form InfraCom Communications. The merged company became part of InfraCom and could offer a broader range of services in telephony, communication and digital infrastructure.
I developed a solution for managing opportunities in CRM Online. The aim was to give the sales reps clearer and more reliable support throughout the sales process, from the first registration of an opportunity to calculating and following up the deal's financial conditions.
A central part of the solution was automatic margin calculation based on Cellip's existing business processes. Instead of the sales reps having to do separate calculations themselves, the margin could be computed directly in the CRM system from the information recorded in the opportunity.
The feature was delivered as a plugin with business rules tied to different transaction events in CRM Online. When relevant information was created or changed, the right calculations were triggered automatically. That way the margin could be kept up to date as the conditions of the deal changed.
By building the rules directly into the CRM platform, the calculation became a natural part of the sales reps' regular workflow. They did not need to switch between systems or use standalone spreadsheets to check a deal's profitability. That reduced manual handling and lowered the risk of different sales reps using different calculation models.
The solution ensured that the sales reps worked with current and correct figures directly in the CRM system. At the same time, the business got a more uniform basis for following up opportunities, margins and sales results.
The result was CRM support that not only gathered information about customers and deals, but also automated a business-critical part of the sales process. It gave the sales reps better support in their daily work and created a clearer connection between sales, profitability and the business's established business rules.
