Project Objectives
- A secure website portal for accepting submissions (e.g., coupon codes or promotional claims)
- AI-powered initial validation to automate preliminary checks.
- Direct integration with CRM for manual agent review and approval.
- Real-time call notifications and comprehensive ticket management workflow
- Robust security measures, including mandatory secure login and a 90-day password expiration policy.
Solution Implementation Summary
Business Challenges
- Manual validation and approval processes causing delays
- Disconnected frontend submission portals and CRM workflows
- Weak password policies creating security and compliance risks
- Missed real-time notifications and inefficient ticket handling
- Limited scalability during high-volume submission periods
CRMTiger Approach
- In-depth discovery of call center workflows and operational needs
- CI4 and vTiger selection for secure submissions and CRM efficiency
- AI-driven automation to reduce manual validation effort
- Strong security design with role-based access and password rotation
- Agile, sprint-based execution with continuous client feedback
Delivered
- AI automation handling 70–80% of initial validations
- Faster response times through real-time CRM notifications
- Enhanced security with compliant authentication policies
- Scalable platform supporting thousands of daily interactions
- Actionable analytics on agents, tickets, and submissions
Implementation
- Requirement analysis, UI/UX design, and CRM workflow planning
- Development of secure CI4 portal with AI validation
- Custom vTiger agent dashboards with real-time alerts
- End-to-end ticket management with escalation and closure
- Rigorous testing, phased rollout, and agent training
Customer Satisfaction
- Significant reduction in agent workload through automation
- Improved service efficiency and faster issue resolution
- High user satisfaction driven by intuitive and secure systems
- Cost savings and better operational control for management
- Ongoing support ensuring long-term adoption and success
Project Timeline
Project Duration
- 2
- Month
Tools & Technology Used
Back End
Conclusion
The Hills CRM project highlights the impact of intelligent CRM customization in the call center sector. Through collaboration with CRMTiger, Call Center Barcelona (CCB) addressed critical workflow challenges, achieving improved efficiency, security, and scalability on the vTiger and CI4 platforms. This implementation serves as a model for contact centers seeking to blend AI automation with robust manual oversight, positioning CCB for sustained growth in a competitive industry. Future expansions could incorporate deeper AI for predictive analytics, further elevating service excellence.
Eva Lui
Principal Cofounder en Call Center Barcelona
CRMTiger helped us build a secure and scalable CRM solution that significantly improved our validation workflows and ticket management. AI-driven automation, real-time notifications, and stronger security controls reduced agent workload and improved service efficiency. A powerful CRM implementation tailored for high-volume call center operations.