All case studies
Residential home remodeling
A custom lead-generation application that lets FHIA's canvassers capture leads that flow automatically into Salesforce, where they can follow each lead through the sales pipeline.
The challenge
Create a custom CRM that would not only manage leads efficiently, but also integrate user control, appointment scheduling and an innovative field sales tool tailored to the remodeling sector.
The solution
The CRM includes:
- User and permissions management.
- Lead management and reports.
- Appointment scheduling by type of job.
- Custom QR code for salespeople to manage sales remotely, collecting customer data and associating it with their own sales management.
Key technologies
Developed with a robust and scalable architecture. Typically, this includes a backend (Python/Node.js), a relational database, a modern frontend (React/Vue.js) and RESTful APIs for secure communication.
Our approach
- A custom application through which canvassers, working as external users, generate leads.
- Leads are inserted automatically into Salesforce.
- Canvassers follow the status and evolution of their leads in Salesforce Opportunities.
- User and permission management.
- Lead management and reporting.
- Appointment scheduling by job type.
- A custom QR module for salespeople.
Results
- Lead management
- Optimized lead management.
- Sales efficiency
- Higher field sales efficiency.
- Decision-making
- Better decisions through reporting.
- Operational control
- Stronger operational control through permissions.