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Pioneer in Offering CRM Solutions since 2010...

Challenges

  • The biggest pain point is the system was created many years ago with a solution that was best suitable at that duration in business scenarios. Although, solution was solid and had many implemented features, it is evergreen. But, it does not have many features that are required in the current situation of the CRM trends and expectations.
  • Going into the details of specific requirements are as follows (following are a list of some of the big challenges and not the extensive list).
  • The first requirement is to implement the creation of automation/workflow by using the drag-n-drop visual block such as boxes, connectors, diamond, and so on. The existing solution supports the automation/workflow but lacks the support of this drag-n-drop functionality as well not has features related to email tracking e.g. email is opened, link within email is clicked, email is not open with defined duration, and so on.
  • The second requirement is to implement a form link with email and when the end-user opens the form by clicking it, save the complete user experience and trace the user navigation such as form is opened, answer the first question, answer the second question, and track the number of end-user who have filled the form.
  • The third requirement is to support the referral mechanism to easily add new referral against existing records in application to do easy search and reporting with real-time data.
  • Fourth requirement is quite unique in terms of end user experience. They want a reduced version of an existing application with support for only a few important features at less price. The solution should be responsive, mobile app, with user tracking, and GPS support.

Solutions

  • Solution of the above problems span over different modules and applications while maintaining backward compatibility, same user experience and customizable support for these new features. Solution was implemented into the existing application for the first three requirements and for the last requirement, created a new application - web and mobile with required unique features.
  • Drag-n-drop support is added a thin layer on top of the existing solution while maintaining the backward compatibility of creating the manual automation/workflow. The solution was crafted majorly on the front-end side (with JavaScript, jQuery, and custom CSS) as a piece of module decoupled from the application at a very great level.
  • The solution of the second requirement was implemented on the .Net side to support big and complex calculations against thousands of email form submissions with ease to display the data in table, charts, and in summary. This includes the interesting approach to connect ASP with .Net API.
  • The solution of the third requirement was implemented by extending the existing application and functionality with great care of tight integration with existing pages and not cause and regression in complex scenarios. The tables on the back-end side are specifically created with reporting functionality to visually see referral relationships in a simple graspable view.
  • As mentioned, the fourth requirement was quite unique in terms of how it’ll support the business need and end-user interaction. The initial solution was within an existing application and then tore it down as a separate application to decrease the amount of not-so-related code base. The required pages and functionality are re-implemented from the scratch on the front-end side to make it look nicer, responsive, and support the mobile screen when opened within a mobile application. Great care is taken to not change a single small functionality on the back-end to introduce incompatibility between the existing and this new application.

Screen Shots

Technology we used

Client’s existing application is developed using ASP Classic, MS SQL Server, and old version jQuery. We enhance the application with Hangfire for some part of the automation, .Net APIs for reporting, and Bootstrap on the front-end side. Apart from this, we moved the static storage capabilities from the server's folder location to Microsoft Azure with migration.

Process

  • Agile Methodology

  • 1 Week Sprints

  • Bitbucket as source code repository

  • CI/CD using BuildMaster

Benefits

  • Smaller, responsive, and mobile friendly solution of the existing application at lower price.
  • Visualize tool to build the workflow/automation on campaigns.
  • Feedback form creation and lead generation support with reporting.

Customer's Words

Customers - Our growth engine, we always love to hear from them

I have been very impressed with the work Variance Infotech Pvt Ltd has done for us – on a number of levels.Testing the system has been much easier as the quality of their code has been so good that there is much less de-bugging than normal.

x
Travis Roger

CEO, Recordlinc

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