Our team conducted a thorough analysis of PitchPoint’s requirements and business model to develop a solution. In order to meet the company’s requirements, we picked a CRM solution for it and then helped the company migrate from its existing system to the new platform. We then proposed further improvements for the new CRM platform:
- Various customizations to mold the CRM accord to PitchPoint’s business needs
- Integration with various third-party applications
- Integration with our custom plugin: DocuSign
Once the CRM migration process was completed, our team began deploying all the proposed solutions.
By default, the CRM platform we picked for PitchPoint offered limited functionality. In order to bring it up to par with the company’s expectations, we introduced a number of new features. We developed custom fields and modules and expanded upon the existing workflow system of the platform.
We also developed custom reports and other miscellaneous CRM customizations as well.
The platform that we customized for PitchPoint also needed to be integrated with other apps. Our team used various APIs to connect the platform with other apps. The CRM integration that we implemented helped expand the functionality and usability of PitchPoint’s CRM solution.
Integration with DocuSign
DocuSign is a custom plugin developed by Rolustech. The plugin adds document management, tracking, and signing features to CRM platforms. Our team implemented DocuSign for PitchPoint since its features addressed a number of requirements laid out by the company.