Organiser Hub – Crm
CRM - Organiser Hub
A full suite for Customer Resource Management
May 2020
About Project
Organiserhub is a 3rd party policy seller and renewal company. They have more than 500 telecaller workforce to complete the day to day activities like following up with the clients, retrieving important information and tracking the status of the lead. They are in need of a customised management software
The Chief Operations Officer of Organiserhub, Mr. Umakant has approached Codingzap(Zapone) for the development of the customised CRM which can streamline all the policy leads and also could be used by all the users working in the organisation. Team at zapone took this as a challenge and delivered the finest product.
Our Approach
Team at zapone have an extensive experience in building complex software products. We have followed a standard process during the entire development cycle. Below are the steps how we have tackled this case
- As an initial step, we have gathered all the requirements on design, important features and maintenance aspects
- Kicked off the datamodel and database design and generated mock data to make sure everything is covered
- Started frontend and backend development in parallel. We have made an extensive use of mock data to remove dependancies between the backend and frontend during the development phase
- Our testers have been constantly testing the application during every step of development
- Using the latest Devops techniques, Team at Zapone has setup a continuous deployment pipeline to avoid human intervention and reduce application downtime.
Features
It’s a tiresome task to manually assign leads to the telecallers. it’s even worse if the manager has to distribute it evenly. Hence, Team at zapone has written an algorithm to auto assign the leads based on efficiency, performance and bandwidth of the telecaller simplifying the whole process.
In the policy industry, every lead has a different approch and process that needs to be followed for renewal or new subscription. We have made a generic solution to configure the lead workflow.
Team at zapone have implemented the strong security layer using JWT authentication and authorisation and encryption techniques to make sure that the data privacy is maintained and the site remains unhackable.
Impact
Combining the ideas of client into a single integrated system and powering them with technology has made a direct impact on operations efficiency of running the company
Team at Organiserhub never lost the track on a any lead till date from the moment they started using the software. This shows how much impact it has created in the whole process
With the efficient track of telecallers work using the crm, Our client was able to save lots of operations cost from day one of the launch
TechStack
Frontend
All our experts have skills in the latest frontend technologies. We have used NodeJs, HTML, ES6, Css5 to build the entire website from scratch
Backend
To have robust and fast backed, we have chosen Java as the core backend language. Our experts have used Java Spring Boot and PostgresSql in the backend by exposing the rest services to frontend
Deployment
We have used GIT for the version control. Readhat servers are used for hosting backend and frontend apps. Database has been launched in an on-premise server provider by the client.
Headquarters:
1603 Capital Avenue, Suite 413-A, #348, Cheyenne, Wyoming, 820001, USA
Sales office USA:
551 Venture Ave, San Mateo, CA, 94403, USA
