endorsedOngoing

Lead Intake Automation and AWS-based Reporting for Service Provider

Services Covered:

Big Data Analytics and Business Intelligence • IT Consulting

Industry

Business Consulting & Services

Duration

86 months

Budget

50K - 199K

Start Date

1 June 2019

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

70/100

Good

Project Capability Score (PCS) estimates how capable DATAFOREST 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

Little Giant Marketing

Bellmawr, United States of America

Project Summary

Dataforest automated a high volume of real-time internet leads for a service provider, building AI-driven lead intake and integrated reporting to improve employee productivity and ROI. The team implemented an AWS-based lead bot integrated with Twilio and Infusionsoft and created a reporting hub with QuickSight to link customer revenue with sales reps. The client praised timely deliveries, thorough documentation, and responsive, organized project management.

Key Challenges

Employees wasted excessive time following up with a large volume of real-time internet leads
High overhead and low employee ROI due to time spent chasing leads
Low employee morale caused by inefficient lead follow-up
Disparate software applications produced manual, delayed reporting and limited accountability

Project Deliverables

Lead intake bot
Twilio telephony integration
Infusionsoft CRM integration
Reporting hub
QuickSight dashboards
Documentation and training materials

Project Solution

Dataforest designed and implemented an AWS-based AI system to automate lead intake and improve reporting. They built a lead BOT that integrated AWS with Twilio telephony and Infusionsoft CRM to schedule calls and notify the sales team. They then developed an integrated reporting hub linking the customer portal and sales-rep revenue data and created QuickSight dashboards to provide real-time sales trends and conversion reporting. Ongoing work includes evolving integrations and monitoring the reporting system.

Project Outcome

Projects delivered on time and monitored to address initial bugs
Detailed documentation provided for training and infrastructure reference
Organized project management with responsive communication
Successful implementation without roadblocks, enabling ideas to be put into action

Platforms

Tech Stack

Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The team continues to impress their client with prompt and high-quality submissions. Dataforest members are attentive when it comes to bug detection and referencing. Their creativity and development efforts also contribute to this partnership's continued success.”
John Graham
Owner & Founder
Date: 02/17/2021