Lead Management Using MS CRM 2016


One of our clients named XYZ is a financial organization that acquires leads from various sources. These leads were assigned to their sales team for further follow ups. Management wanted to see reports and charts to understand the progress being made by the sales team. 


However, their internal business process was different from innovative process implemented in MS CRM. Due to the difference in the business process flow, XYZ had to train their staff on the existing business process and how it differs from their internal business flow. Unfortunately, management was unable to retrieve accurate information from the system, and the reports were not visually appealing.


We modified the business process to complement XYZ’s business process flow. New stages were added, which you can see from the following screenshots:
1) Sending out an email within 3 days of acquiring a lead.

2) If no reply, a second follow up emails is sent after 7 days.

3) A follow up phone call was made by our telemarketing team to close the sale. 

4) The last agreements were signed (i.e. privacy, money laundering, etc).


With the help of this new business process, we were able to provide all the features and functionalities that the client wanted (i.e. the implementation reduced the costs on training the sales staff in using the system). It also allowed management to have more accurate and visually appealing reports of the sales staff performance.
• Less room for error.
• Easy access to data.
• Easy for the staff to follow the new business process.
• Improved access to information and Data.



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In mobile app development, we use React Native to develop highly functioning mobile user experiences. We follow the agile methodology for achieving the best results. Once we start working on a project we constantly plan, implement, and evaluate each phase while collaborating with the users..

This helps us to continuously improve and deliver a mobile app that runs on iOS and Android platforms.

We have a team of skilled React Native developers with expertise in developing modern interactive UI giving user experience top priority.

The developers implement business logic by iterating over the plan, executing and evaluating processes while constantly testing the apps with real-world users, identifying the pain points, and solving the business issues while reinforcing the app with the best software engineering practices.

We include in App Development

  • • User Interface design
  • • Developing the logic while collaborating with users
  • • Manual testing of UI and logic
  • • Implementing the business logic
  • • In-house alpha testing
  • • Beta testing with limited users
  • • Open Testing

Why choose React Native?

  • • Development using react native is much more affordable than native Android or iOS development as it requires two different teams.
  • • Development is much faster.
  • • Being a component-based framework, it is much easier to test and debug a single component and then reuse it later which adds to the efficiency and performance of the app.


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