Intelligent CRM for Smart Sales Team

Salesmate enriches customer interaction, boosts sales productivity and helps win more deals.

Overview

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses.

The Client had a vision to build an elegant and intelligent web and mobile CRM application, which can be accessed using Software as a Service (SaaS) model. They hired RapidOps as their long term product development partner to transform their idea in to state-of-art digital solution that correlates with their vision and business model.

Business Needs

  • Identify end user requirements and design a product roadmap to build a highly usable solution that would delight the target audience.
  • Maintain consistent user experience and product performance across web and mobile platforms considering various Graphical User Interface (GUI) constraints.
  • A highly flexible application in which modules can work in sync with other modules or independently depending on user’s subscription level and custom configuration.
  • Building a mechanism for quick processing of data and reflecting that in a user friendly interface.

Solution

This was an exciting project for RapidOps! We worked closely with client right from the start; from initial architecture workshops to user experience design, graphical user interface (GUI) creation and then eventually developing and testing the web and mobile applications.

Developing a POC first

We preferred going by the AGILE route by developing a Proof of Concept as part of a strategy to test the product with early stage adopters.

Roll-Out of Web Interface

Instead of proceeding with full-blown mobile and web apps development, cross-browser compatible web application in form of an MVP was developed, which turned out to be a big hit.

Third Party Integration

Flexible Service Oriented Architecture enabling user to automate their work by integrating SalesMate with other applications they use like using Clearbit to automatically turn email addresses into well-rounded company. .or individual profiles on the fly.

Continuous Integration

To ensure quality, on-going development was carried out using continuous integration. As codebase grows, the automation test suite grows with it and acts as a sort of ‘quality ratchet’. By maintaining a comprehensive suite tests we’re able to quickly roll out new functionalities to end.

Scalability

SalesMate is built using some of the heavyweights of enterprise software development, such as Node.js, Angular.js, MongoDB and Elastic Search. We’ve worked hard to design architecture that supports horizontal scaling, and responding to peaks in traffic is as simple as just spinning up another node.

Rapid Innovation

By tracking how customers are using SalesMate, client was able to identify which areas we should concentrate on enhancing next. Our agile development processes enabled us to rapidly deploy new changes, and release updates to production around 2-3 times per week.

Careful project planning, verification and validations were highlights of this engagement. From the outset we all shared the same vision for the product – with its clean design and instinctive user interface, this application gives you a fantastic user experience like never before.

Native App Development

After the SalesMate team got a good response for the web application, it was extended to native apps for iPhone and Android Phones.

Benefits

  • Subscription based product, which can evolve and scale.
  • Flexible framework allowing users to configure layouts (view, gadget and report).
  • Intuitive global search functionality enabling users to deliver results faster.
  • Workflow integration to automate processes and improve productivity.
Benefits-img
  • Client was able to cross-sell other services, resulting in expanded footprint within their client base.
  • Integration with 500+ applications through Zapier to get advance features available in market.
  • Multiple sales Pipeline helps team to control the state of sales health.
  • Comprehensive and visual reports for contact, deal, and task management.
  • jQuery
  • Node.JS
  • MongoDB
  • AngularJS
  • ExpressJS
  • MySQL
  • Elastic Search
  • Jenkins
  • iOS
  • Android
  • Zappier
  • Clearbit

LET'S BUILD SOMETHING LEGENDARY