kabelogopane/Mfanageza-Trading-Projects-CRM-Solution

The Mfanageza Trading & Projects CRM Solution is a Salesforce-based system designed to digitize candidate onboarding, document compliance, and reporting for a South African training and recruitment environment. Mfanageza Trading & Projects CRM Solution - Project Overview - The Mfanageza Trading & Projects CRM Solution is a Salesforce CRM system built to help a training and recruitment company manage candidate applications, compliance documents, and reporting. Before this system, the company relied on manual paperwork, making it difficult to track documents, communicate with candidates, and prepare for compliance audits. This CRM solution digitizes the entire process, improves data quality, automates repetitive tasks, and provides real-time reports for management. How the System Works - The system works in six main stages. Candidate Registration (Web Layer) - The process starts with a Web-to-Lead form. Candidates visit the company website and complete an online application form by entering: -First Name -Last Name -Email Address -Phone Number -South African ID Number When the candidate submits the form, Salesforce automatically creates a Lead record. The administrator reviews the Lead and converts it into a Contact, which becomes the official candidate profile. Candidate Information (Data Model Layer) - After the Lead is converted, Salesforce stores the candidate's information in the Contact object. The Contact record contains: -First Name -Last Name -Email -Mobile Number -South African ID Number -Programme -Province Each Contact represents one candidate. Compliance Documents - -Every candidate must submit supporting documents. -To manage these documents, I created a custom object called Compliance Document. -Each document is linked to one candidate using a Lookup Relationship. -A candidate can have many documents. Examples include: -Certified ID Copy -Matric Certificate -Proof of Residence -Learner Affidavit Each document also stores: -Document Number -Verification Status -Upload Date -Verification Date -Verified By -Rejection Reason This makes it easy to track every document submitted by a candidate. Data Validation - …