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Development of a Scalable B2B Sales Intelligence Platform with Enhanced User Experience and Subscription Management

leancode.co

Information technology

Business services

Financial services

Challenges in Sales Intelligence and Data Management

Existing sales teams face inefficiencies due to outdated prospect data, manual search processes, and lack of integrated tools for tracking market changes. Legacy systems suffer from poor user experience, limited search capabilities, and inadequate subscription management, leading to wasted resources and missed sales opportunities.

About the Client

A B2B SaaS platform providing sales teams with access to qualified prospect data, company insights, and market intelligence

Platform Modernization Goals

Rebuild a user-friendly web application with consistent UI/UX design
Implement advanced search capabilities using Elasticsearch
Integrate real-time alerts and campaign management tools
Establish a scalable subscription-based business model
Migrate and enhance legacy data while maintaining compatibility

Core System Capabilities

Elasticsearch-powered Search Builder with real-time filtering
Saved search functionality with version control
Customizable alerts for company/employee changes
Campaign management with DNC/Focus list integration
Usage analytics and reporting dashboard
Tiered subscription plans with Stripe integration

Technology Stack Requirements

.NET

React

Elasticsearch

Stripe API

System Integration Needs

Legacy data collection systems
Stripe payment processing platform
Email notification service for alerts

Operational Requirements

High-availability architecture for enterprise clients
Data accuracy with 99.9% reliability SLA
Support for 10,000+ concurrent users
Role-based access control with GDPR compliance
Monthly system performance monitoring dashboard

Expected Business Outcomes

Implementation will reduce sales teams' prospecting time by 40%, increase qualified lead conversion rates by 25%, and enable scalable subscription revenue growth. The enhanced platform will position Prospector to capture 15% market share in the $200B B2B information services sector by 2026 through improved data accuracy and user experience.