endorsedOngoing

Web Dev & Design for Internal Lead Tracking System

Services Covered:

Website Development

Industry

Information Technology

Duration

96 months

Budget

10K - 49K

Start Date

1 August 2018

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

77/100

Good

Project Capability Score (PCS) estimates how capable ConvergeSol is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Keystone Solutions

Cleveland, United States of America

Project Summary

ConvergeSol modernized an internal lead-tracking CRM for a managed IT services provider, recreating legacy functionality in a mobile-friendly, in-house customer management system. They automated lead routing, developed reporting capabilities, and delivered a corporate-feel interface. The system was built in ASP.NET with a SQL backend and has been adopted smoothly by employees.

Key Challenges

Modernize an older custom web system to a mobile-friendly internal CRM
Consolidate inbound lead data from email, mail campaigns, and walk-in clients for end-to-end tracking
Automate routing to ensure leads reach the correct employee

Project Deliverables

Internal lead tracking system
Mobile-friendly customer management system
Automated lead routing processes
Reporting modules and data management automation
UI/UX design and menus/pages
ASP.NET application with SQL backend

Project Solution

ConvergeSol modernized an older custom lead-tracking system into a mobile-friendly internal customer management system. They automated processes to route inbound leads from email, mail campaigns, and walk-ins to the correct employees, developed reporting functionality, and delivered a corporate-style interface. The system was implemented in ASP.NET with a SQL backend and the engagement included a small team with a dedicated project manager and technical lead.

Project Outcome

Internal adoption was smooth and usability met expectations
Everything works as expected and ConvergeSol resolved issues quickly (urgent fixes within a day or two)
Continued engagement with additional contracts and planned future projects
Client invested approximately $20,000 over the course of the engagement

Platforms

Tech Stack

ASP.NET
SQL

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Employees have been able to switch to the new solution smoothly. ConvergeSol has been responsive to client feedback and needs, implementing a more robust communication and management system. Their diverse abilities make them well-suited to ongoing engagements.”
Preston West
CEO
Date: 08/09/2019