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Develop Enhanced Sales Enablement Platform with Call Guide Builder

netguru.com

Information technology

Sales Team Efficiency and Sales Enablement

Connexio Labs' sales team is spending too much time on manual call preparation and using clunky tools, hindering their ability to focus on selling. The existing platform lacks an intuitive, dynamic call guide creation process, and the user interface is visually cluttered, impacting user experience and adoption.

About the Client

Connexio Labs is a US-based technology company focused on providing innovative solutions for sales teams, particularly in the area of outbound calling platforms.

Project Goals

Improve sales team efficiency by simplifying call guide creation.
Enhance user experience through a modern and intuitive interface.
Increase sales team effectiveness by providing easy access to relevant information during calls.
Streamline the integration with existing CRM and marketing tools.

Functional Requirements

Call Guide Builder: An overlay interface for creating and editing call guides directly from text templates.
Question Module: Ability to add, organize, and manage questions within call guides.
Drag & Drop Interface: Intuitive drag-and-drop functionality for easy call guide creation and customization.
CRM Integration: Seamless integration with existing CRM systems for data synchronization.
Automated Marketing Tool Integration: Integration with marketing automation tools to provide relevant context during calls.

Preferred Technologies

HTML5

JavaScript

Parser Engine

Required Integrations

CRM Systems (e.g., Salesforce, HubSpot)
Automated Marketing Tools

Non-Functional Requirements

Scalability: The platform should be able to handle a growing number of users and call guides.
Performance: The platform should be responsive and load quickly.
Security: Data should be securely stored and protected.

Expected Business Impact

By providing a more efficient and user-friendly platform, this project is expected to significantly improve sales team productivity, leading to a substantial increase in ROI. The streamlined call guide creation process and enhanced user experience will empower sales reps to connect with prospects more effectively, resulting in higher conversion rates and ultimately, increased revenue.