Data Should not be shared across Locations. bullet-pointData should be accessible to users own Location
Arabic support should be done and Font Type when using Arabic should be changed to Arial Arabic. font type for arabic: Arial Arabic and translation file provided by client
Only sample data is used as the real user data cannot be shared due to the data policy.
FilterQueen Sales CRM
Highlights
Tracking End to End LOC (Lead to Opportunities to Closure) Sales cycle
1000+ Sales Agents and 100+ distributors
Multiple locations across Egypt, Israel and Palestine
Multiple Language support for the Mobile App and Web Application
Daily Call Schedule for the Telemarketer
Overview
On Behalf of Filterqueen, Michel Salah approached us to develop a Sales CRM for their Sales team, with all basic CRM functionalities in mobile as well as web application. This will be only used within their team and not publicly available . He evaluated many existing ready made CRM, and felt they are too complex for their sales team and also for each customization it is going to be costly than a Custom CRM for his distributed Sales Team, which should be most simple from usability perspective but had different functionalities with various User Roles
Admin
Distributor
Salesman
Telemarketer
Problem Faced
Goal
To design and develop the most user friendly quick and quality CRM mobile app and web app for Distributors, Telemarketers and Sales team and to seamlessly manage the end to end process of Sales life cycle. The app should connect to the backend SQL database based on the location of the User, with the following features
Multiple User roles having different access to the subset of data
Efficient Search and Filter functionality
Distributor access for adding leads
Provision for Adding Salesman
Provision for adding Prospect/Customer with
Lead Source and track all stages of the CRM
Segregated by Lead Type & Lead
Reschedule Customer for the Telemarketer
Provision to Qualify / Disqualify a lead
Getting Daily Schedule List for Telemarketer
Provision for managing SM and TM by their respective Distributor
Solution
We designed a UI for them in the first week and got approval for the simplest UI including a login screen. Bulk upload of data was suggested by us, and we implemented the same solution, with an uniform template across the app
Each location has a different collection of data (Location specific Multiple Database), where when a login was done the selection of location was made mandatory for accessing the data of the particular location only. We provided a proper document, so after initial deployment Client’s team can configure and use it for any updates.
We developed in a way a client can update relevant Arabic words in to the platform and any language can be supported and also client suggested to use Arial Arabic only for Arabic language selection, which was provided as the default option when switching language support.
Technology
Status
The application was delivered by Nov 2019 and Distributors and Sales team of Filterqueen started using the application in both mobile and web for tracking End to End LOC (Lead to Opportunities to Closure) Sales cycle, and this digital transformation helped the client with their business simplification, speed of operations, efficiency and growth.
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