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A CRM product provider

From Core CRM to a Flexible, Extensible Product

Nearly 3 years

Product development

SharePoint → Windows

Technology evolution

Multiple releases

Continuous evolution

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A CRM product provider initially engaged Shinetech to build a general CRM system on SharePoint. What began with core CRM functionality developed into nearly three years of continuous product development — adapting the system for different customer requirements and changing the underlying technology as the product evolved.

Challenge

01

The initial requirement was clear — build core CRM functionality on SharePoint. But as the product reached real customers, scope expanded in ways the original platform could not easily support.

02

Different industries required customer-specific functionality and interfaces — from automotive sales workflows to different approaches to customer records, organisation management and leasing.

03

As the CRM expanded and operations increased, SharePoint became less suitable. The client needed a more appropriate technical foundation without losing functionality already built.

Solution

Nearly three years of continuous development — from a general SharePoint CRM to a flexible Windows application with SOA and Smart Client, extended through multiple customer-specific releases.

Tech:

SharePoint WinForms Service-Oriented Architecture Smart Client SQL Server Web Services

How we worked

01

Built the core CRM on SharePoint — accounts, contacts, opportunities, activities, customer service and campaigns — then introduced the product to different customers.

02

Continued extending the CRM for customer-specific requirements across automotive and other industries, adapting functionality and interfaces while building on the existing product.

03

Recommended and delivered migration to a Windows application using Service-Oriented Architecture and Smart Client, providing a stronger foundation for ongoing releases.

Result

Nearly three years of continuous product development through multiple releases and customer-specific customisation.

Core CRM extended with customer-specific functionality for automotive and other industries.

Successful migration from SharePoint to a Windows application using SOA and Smart Client.

A more flexible, extensible product that could continue adapting to different customer requirements.

Industry

CRM, Product Development

Services

Custom Development Product Development

Technologies

SharePoint WinForms Service-Oriented Architecture Smart Client SQL Server Web Services

Business Impact

ScalabilityPerformanceExtensibility