Lead Management – Case Study

Under the discovery phase, we identified the gap of existing sales channel and their challenges for getting proper reporting of all salespeople, followed by tracking of sales lead, attendance, measuring performance, sales funnel, etc across India.

So based on requirement gathering, we have created UX using balsamic.

• We have shared UI (PNGs) through invisio.
• All business logic were documented and approved with the client.
• During the Ui/UX stage, we have discussed the business requirements with all respective 3rd party vendors and identified the best vendors for the business needs of the client to finalize their agreements with them.

Before the actual project started we collected the following documentation to ensure we are building the right application

• RFP
• SOW
• Design documents
• Sample Data/existing process
• Connection with their existing HR/Employee data for login and roles management

• Track and validate the employee’s visits to customers or leads.
• Access sales team performance.
• Gain visibility in managing sales of the company.
• Enhance customer service.
• Develop Lead management System, Where the customer can log in/register and the Sales team access the leads.
• Bring transparency in a system wherein employee’s visit to meet customer can be tracked and validated.
• Develop an organized system between customer and company.