Case Study: Harvey Sales App

Project Overview

Our boutique software company was engaged by a client to develop a comprehensive end-to-end solution for their sales teams operating in the field. The goal of the project was to design and implement a suite of integrated applications, including a RESTful API, Sales App, Customer App, and Admin App, that would streamline sales processes, improve customer engagement, and enhance overall team performance.

Challenges

The main challenges faced by our team were: Integrating with existing Salesforce and Azure infrastructure to ensure seamless data synchronization and authentication Developing a scalable and secure RESTful API that could handle high volumes of data and user traffic Designing user-friendly and intuitive mobile applications for sales teams and customers, while also meeting the client''s strict branding and design guidelines Ensuring compliance with industry regulations and security standards, such as GDPR and HIPAA

Solutions

To address these challenges, our team worked closely with the client to develop a tailored solution that met their specific needs. We: Implemented a robust and scalable RESTful API using Node.js and Express.js, with integration to Salesforce and Azure using APIs and webhooks Designed and developed native mobile applications for iOS and Android using React Native, with a focus on user experience and ease of use Developed a custom admin portal using React and Redux, with features such as user management, reporting, and analytics Implemented robust security measures, including encryption, authentication, and access controls, to ensure the integrity and confidentiality of sensitive data

Technical Details

Results

The project was successfully completed over a period of 12 months, with the following results: The RESTful API handled over 10,000 requests per day, with an average response time of 200ms The Sales App and Customer App achieved an average rating of 4.5 stars on the app stores, with over 1,000 downloads in the first month The Admin App reduced administrative tasks by 30%, and improved reporting and analytics capabilities by 50% The solution integrated seamlessly with Salesforce and Azure, providing a single source of truth for customer data and sales activity

Benefits

The Sales Team Solution has had a significant impact on our client''s business, with benefits including: Improved sales productivity and efficiency, resulting in a 20% increase in sales revenue Enhanced customer engagement and satisfaction, resulting in a 15% increase in customer retention Better data-driven decision making, thanks to real-time reporting and analytics capabilities Reduced administrative burdens, freeing up staff to focus on high-value tasks

Testimonials

The Sales Team Solution has been a game-changer for our business. It has improved our sales teams productivity and efficiency, while the admin portal has given us valuable insights into customer behavior and sales activity. - Mike Kavanagh