You will get Lead Management System (LMS/CRM)
You will get Lead Management System (LMS/CRM)
Project details
The project aims to address multifaceted issues in lead management. Initially, multiple channels for lead capture to clients are streamlined to enhance efficiency. Secondly, a robust source identification and tracking system is implemented to ensure accurate attribution. Thirdly, integration between calling/follow-up systems and the LMS is achieved, facilitating seamless communication and task management. Lastly, comprehensive analysis reports and matrices are developed to identify lead action planning issues effectively.
The resolution involves the utilization of Salesforce CRM and SlashRTC calling system integration. Additionally, the LMS assigning system adopts a round-robin approach, ensuring fair distribution of leads among team members. Furthermore, leads are heat-mapped based on their status, categorized as hot or cold for prioritized attention. Moreover, industry-standard follow-up tags such as "follow-up," "not interested," "ringing," and "out of coverage" are implemented for streamlined follow-up procedures.
The resolution involves the utilization of Salesforce CRM and SlashRTC calling system integration. Additionally, the LMS assigning system adopts a round-robin approach, ensuring fair distribution of leads among team members. Furthermore, leads are heat-mapped based on their status, categorized as hot or cold for prioritized attention. Moreover, industry-standard follow-up tags such as "follow-up," "not interested," "ringing," and "out of coverage" are implemented for streamlined follow-up procedures.
Programming Languages
HTML & CSS, JavaScript, ASP.NETCoding Expertise
Cross Browser & Device Compatibility, Performance OptimizationWhat's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 70 days
- Number of Revisions 3
- Design Customization
- Content Upload
About Sunil
UI & UX | Project/Product Manager
Rajkot, India - 12:10 am local time
As a UX Lead, I have worked in domains including healthcare, data streaming, ecommerce, ebooks, and fintech. I excel in prototyping tools like Figma and Adobe XD, user research, and managing technology stacks such as Java, .NET, and PHP. My experience extends to front-end development using React.js, where I have built dynamic and responsive user interfaces that enhance user experience and engagement. In my role as a Product Manager, I have led teams in developing projects like payment gateways, chatbots, and HR modules, while managing AWS servers and coordinating with external vendors.
I am eager to bring my expertise in UX design, front-end development with React.js, and product management to your team and contribute to its success. Thank you for considering my application. I look forward to discussing how I can contribute to your organization.
Steps for completing your project
After purchasing the project, send requirements so Sunil can start the project.
Delivery time starts when Sunil receives requirements from you.
Sunil works on your project following the steps below.
Revisions may occur after the delivery date.
Consolidate lead capture channels for streamlined management.
Implement source identification and robust tracking systems.