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Develop a Lead Generation and Qualification Cost Calculator

triare.net

Advertising & marketing

Challenge

Say Hi! currently relies on manual 5-question forms to provide cost estimates. This process is likely inefficient, time-consuming for both the client and Say Hi!, and may lack consistency in the information gathered. The company needs a streamlined, automated system for generating accurate cost estimates quickly and efficiently.

About the Client

Say Hi! is a social software development company focused on providing cost estimates for their services. They operate globally with offices in the US, UK, Germany, and Ukraine.

Objectives

Automate the cost estimation process.
Improve the speed and efficiency of providing cost estimates to potential clients.
Increase the accuracy of cost estimates.
Enhance the user experience for clients requesting estimates.
Capture key client information for lead qualification.

Functional Requirements

Automated cost calculation based on client inputs.
User-friendly 5-question form.
Real-time cost estimate generation.
Lead capture and management.
Integration with existing Say Hi! systems (CRM, etc.).
Reporting and analytics on estimate requests.

Preferred Technologies

Cloud-based platform (e.g., AWS, Azure, Google Cloud).

Web application framework (e.g., React, Angular, Vue.js).

Database (e.g., PostgreSQL, MySQL).

API development for integrations.

Integrations Required

CRM system (e.g., Salesforce, HubSpot) - for lead management.
Email marketing platform - for automated follow-up.
Accounting system - for financial reporting (future enhancement).

Non-Functional Requirements

Scalability to handle increasing volume of estimate requests.
High performance and fast response times.
Security to protect client data.
Reliability and uptime.
Accessibility across different devices (desktop, mobile).

Expected Business Impact

This project is expected to significantly improve Say Hi!'s operational efficiency by automating the cost estimation process. This will lead to faster response times for potential clients, increased sales conversions, and improved lead qualification. By providing accurate and timely estimates, Say Hi! can strengthen its client relationships and gain a competitive advantage in the market. It will also free up sales team time to focus on higher-value activities.