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Native iOS Client-Onboarding CRM with Salesforce Integration

Services Covered:

Mobile Application Development • Application Integration
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Industry
Industry

Advertising & Marketing

Duration
Duration

5 months

Budget
Budget

10K - 49K

Client Size
Start Date

1 May 2016

Team Size
Team Size

1-5 Employees

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
71/100
Good

Project Capability Score (PCS) estimates how capable Simelabs 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

Prime CTS

map United Arab Emirates

Project Summary

Simelabs (via SINERGIA) built a native iOS client-onboarding mobile CRM for an insurance client that integrates with the customer's Salesforce CRM to support sales consultants in the field. The app captures client details and generates compatible policy recommendations. The product performed smoothly and stably; the client was satisfied and retained the vendor for ongoing support. An Android version was planned following the iOS release.

Key Challenges

  • A client required a mobile application to meet specific onboarding requirements.
  • The client needed an experienced vendor to build mobile applications to satisfy those requirements.

Project Deliverables

  • Native iOS client-onboarding CRM mobile application
  • Salesforce CRM integration
  • Android app (planned)

Project Solution

The vendor supported the product lifecycle of a client-onboarding mobile CRM for an insurance company. They developed a native iOS application that allows sales consultants to enter client details (age, income, bank status) and returns a list of compatible policies, and integrated the app with the client's Salesforce CRM. An Android version was planned.

Project Outcome

  • The application performs smoothly and is generally stable.
  • The client was satisfied and retained the vendor for ongoing support, meeting expectations.

Platforms

  • MobileMobile
  • CRMCRM

Tech Stack

  • iOSiOS

Client Endorsement

Overall Review Rating

4.25star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The current product demonstrates reliable performance and an engaging design, attracting positive feedback from third-party users. SINERGIA’s responsive communication, helpful suggestions, and eagerness to meet expectations contributed to a successful partnership.”

Cherry Cherian

Sales Manager

Note: This endorsement is based on publicly available client feedback from external review sources.

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