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Frontend Enhancement for Outbound Sales Prospecting Platform
  1. case
  2. Frontend Enhancement for Outbound Sales Prospecting Platform

Frontend Enhancement for Outbound Sales Prospecting Platform

makersden.io
Business services
Other industries

Identified Challenges in Prospecting Platform Development

The client faces difficulties in delivering a robust, efficient, and user-friendly frontend that enables sales teams to find relevant leads, craft personalized email sequences, and manage messaging seamlessly. Limited frontend resources and expertise threaten timely deployment and feature completeness ahead of major customer onboarding deadlines.

About the Client

A mid-sized SaaS company developing a prospecting and outreach automation platform targeting sales teams seeking personalized lead engagement.

Goals for the Frontend Development Initiative

  • Deliver a fully functional, accessible, and visually appealing frontend interface supporting lead prospecting and messaging workflows.
  • Achieve critical technical milestones before the upcoming product launch deadline, ensuring readiness for initial customer onboarding.
  • Implement scalable and maintainable frontend components that facilitate rapid iteration based on customer feedback.
  • Enable the client team to confidently perform vacation leave and avoid project delays by completing essential feature sets on time.

Core Functional Features for Prospecting Platform

  • Responsively designed user interface built with ReactJS and ChakraUI, enabling easy customization and consistent branding.
  • Integration with autogenerated GraphQL APIs via Apollo Client for efficient data fetching and mutations.
  • Features supporting lead discovery and filtering, enabling sales teams to identify relevant prospects quickly.
  • Tools for crafting, editing, and managing personalized email sequences and messaging workflows.
  • Real-time updates and notifications for messaging status and lead engagement activities.
  • Seamless integration with existing non-backend systems and email accounts for messaging management.

Preferred Technologies and Architectural Standards

Typescript for robust and type-safe development
ReactJS for frontend framework
ChakraUI for component styling and theme customization
GraphQL with Apollo Client for API interactions
NodeJS for lightweight backend modules if needed

Essential External System Integrations

  • GraphQL APIs for data retrieval and updates
  • Email account services for managing outreach messages
  • Potential CRM or contact management systems for lead data import and synchronization

Key Non-Functional System Requirements

  • Frontend should load within 2 seconds under typical network conditions
  • System must support at least 10,000 concurrent users without performance degradation
  • Security protocols must protect sensitive lead and messaging data, adhering to best practices
  • The platform should be scalable to support additional features and increased user count in future iterations

Anticipated Business Benefits and Project Outcomes

Successful delivery of the frontend system will empower the sales team to operate efficiently, meet critical onboarding deadlines, and confidently serve initial customers. The project aims to enable rapid iteration informed by customer feedback, ultimately increasing lead engagement success and driving business growth. Additionally, the solution is expected to reduce time-to-market and mitigate risks associated with delayed product launches.

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