Leads Management System

Client: Medical Supplies Management Company.

Issues:

• Existing leads system not able to be modified - client did not have source code.
• Unable to track employee performance.
• Limited integration with third party lead provider.
• No reporting for analyzing marketing campaign results.
• Operational inefficiencies in current system – system not easy to use.

Solution: Develop a browser-based, leads tracking and management system running on client’s new internal web site (not externally hosted).

Process:

• Jointly develop, document, and review business requirements with client.
• Assist client with hardware and software requirements to support custom application (server specifications, .NET, SQL).
• Assist client with hardware and software configuration during installation.
• Develop .NET/SQL solution to run in their 64-bit Microsoft server environment.

Key Results:

• No software installation required for end users due to browser-based solution. Application available anywhere with an internet connection.
• Rapid application development delivered working application within 3 months.
• Web Service implemented to automatically pull new, qualified leads from third part call center. This eliminated re-entry of leads.
• Business analytic reports with drill-down capability enabled business to track results of marketing campaigns as well as employee performance.
• Leads also able to be uploaded from .CSV file from other data sources.
• Significant operational improvements in lead processing along with increase in sales.

Technology:

• .NET / SQL 2005 environment.
• 64 bit Windows server environment.
• Web Service integration to third party lead provider.
• Microsoft Reporting Services.