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Virtual Sales Management Platform for Residential Contractors
  1. case
  2. Virtual Sales Management Platform for Residential Contractors

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Virtual Sales Management Platform for Residential Contractors

twinsunsolutions.com
Construction
Business services
Real estate

Inefficient Sales Qualification Process for Contractors

Residential contractors face significant time and cost inefficiencies in qualifying sales leads through home visits and manual project estimation. Current processes require excessive travel and communication overhead, reducing overall productivity and customer acquisition rates.

About the Client

A startup focused on developing technology solutions to streamline sales and operations for residential contractors

Project Goals

  • Develop a web-based platform to virtualize sales qualification workflows
  • Reduce contractor time spent on lead qualification by 50%
  • Enable homeowners to submit project details via video and messaging
  • Deliver a minimum viable product within 4 months on a fixed budget
  • Create scalable architecture for future feature expansion

Core System Functionalities

  • Homeowner lead submission form with video upload capability
  • Prioritized lead management dashboard for contractors
  • Integrated messaging system for project clarification
  • Automated project estimation tools based on submitted data
  • User role management for contractors and sales teams

Technology Stack Requirements

React
Ruby on Rails
Amazon Web Services

System Integrations

  • AWS S3 for video storage
  • Twilio for messaging services
  • Stripe for payment processing
  • Google Maps API for location verification

Quality Assurance Requirements

  • Automated testing coverage (unit/integration tests)
  • 99.9% system uptime SLA
  • Role-based access control security model
  • Mobile-responsive user interface
  • Performance-optimized video processing pipeline

Expected Business Outcomes

The platform is projected to reduce contractor sales qualification time by 50% while increasing lead conversion rates through streamlined digital interactions. The solution will enable contractors to serve 2x more customers monthly while reducing operational costs associated with site visits. The fixed-price development approach ensures budget predictability while maintaining enterprise-grade software quality standards.

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