endorsedOngoing

Sales Representative Onboarding Web Application for Suntria

Services Covered:

Cloud Consulting and Services • Custom Software Development • Mobile Application Development

Industry

Energy & Natural Resources

Duration

30 months

Budget

200K - 999K

Start Date

1 February 2024

Team Size

11-15 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable TechQuarter 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

Suntria

Tempe, United States of America

Project Summary

TechQuarter developed a scalable sales representative onboarding web application for a solar energy company (Suntria), building both frontend and backend components and implementing multiple API integrations. The app enables 24/7 onboarding, includes training modules and admin tools, and integrates with DocuSign, Twilio, HR systems and CRMs. As a result, the client reports improved sales morale and retention and continued enhancements to sales tools and data visibility.

Key Challenges

New rep onboarding 24/7
Sales leaderboard
Sales KPI tracker

Project Deliverables

Fully functional web application with onboarding features for reps and admins
Seamless integrations with DocuSign, Twilio, and background check services
Automated workflows for user creation in vendor and HR platforms
Admin and rep training modules integrated into the app
User guides for sales reps and managers
Technical documentation for maintenance and scaling
Post-launch support and monitoring

Project Solution

TechQuarter designed and built a scalable web-based onboarding application for sales representatives. They implemented a React.js frontend and a .NET backend with MongoDB data storage, hosted on Azure, and integrated third-party services including DocuSign for agreements, Twilio for notifications, and background-check providers (e.g., Checkr). The solution automates onboarding workflows and account creation across CRMs and HR platforms (examples cited: Salesforce, Slack, MS Teams, BambooHR, Gusto), provides an onboarding dashboard and training modules for reps, admin tools for managers (progress tracking, reporting), and security features such as OAuth 2.0, role-based access control, and data encryption. Deliverables included user and technical documentation and post-launch support; a milestone plan (planning, design, development, QA, deployment) was provided.

Project Outcome

Sales morale and retention exceeded expectations
Ability to onboard new representatives 24/7
Strengthened company reputation through a user-friendly onboarding flow and demonstrated commitment to technology and innovation
Continued development of sales tools that enhance usability and provide critical data and visibility
Consistent delivery within reasonable budget and timeline with transparent, proactive communication

Platforms

Web
Cloud

Tech Stack

React.js
.NET
MongoDB
Azure

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to the app, the client is now able to onboard new sales representatives on a 24/7 basis, resulting in higher sales morale and retention. TechQuarter delivers tasks within a reasonable budget and timeline, and their experience, problem-solving skills, and professionalism have been exceptional.”
Cisco Aravena
VP of Technology
Date: 12/09/2024