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Digital Transformation Platform Development for Marketing & Sales
  1. case
  2. Digital Transformation Platform Development for Marketing & Sales

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Digital Transformation Platform Development for Marketing & Sales

alliancetek.com
Advertising & marketing

Challenges with Offline Training and Lead Management

WSI Priority Media faced limitations with their existing offline training platform for executives. They needed a more engaging, scalable, and data-driven solution to deliver training, track progress, and manage leads effectively. Their current system lacked real-time monitoring and reporting capabilities, hindering their ability to measure the impact of training and optimize sales processes. They also needed a secure platform for managing financial documents in a real estate loan application context.

About the Client

A marketing agency focused on creating and optimizing mobile applications for clients.

Project Goals

  • Develop a comprehensive digital platform for executive training and knowledge sharing.
  • Implement robust reporting and analytics to track training progress and measure effectiveness.
  • Automate lead management and sales processes.
  • Create a secure portal for managing financial documents.
  • Enhance customer engagement through a user-friendly interface.

Functional Requirements

  • Online training module delivery
  • Progress monitoring and reporting
  • Scheduled notifications and reminders
  • Sales process automation
  • Secure document upload and management
  • Integration with Microsoft Active Directory
  • Video content integration (JW Player)

Preferred Technologies

Salesforce
React Native
Power Platform
NodeJS
Microsoft Azure

Required Integrations

  • Microsoft Active Directory
  • SBA APIs
  • JW Player

Non-Functional Requirements

  • Scalability to accommodate a growing user base.
  • High performance and responsiveness.
  • Robust security to protect sensitive data.
  • User-friendly interface and intuitive navigation.

Expected Business Impact

The new platform is expected to improve training effectiveness, increase sales conversion rates, streamline lead management, enhance customer engagement, and provide valuable data insights to drive business growth. The platform’s features contribute to a 5-star rating and recognition for creative app development, resulting in increased client satisfaction and a stronger competitive position.

More from this Company

Development of a Cross-Platform Mobile Application for Secure Document Management and Collaboration
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Development of Scalable Digital Transformation Platform with Multi-Industry Integration
Development of Multi-Industry Digital Transformation Platform with AI and Automation Integration
Digital Transformation of Commercial Real Estate Loan Processing Platform