CHALLENGES
The client, a provider of solar PV modules and solar power solutions, faced significant challenges in customer and lead management.
The field sales and service representatives were not tagged with the correct customers based on the location and the service requirement. The lack of integration hindered communication and collaboration among their sales, marketing, and customer service teams, leading to poor coordination during the solar panel installation process.
To overcome these issues, the client sought the development of a mobile
and web app that would offer shared data and integrated communication tools for all roles involved.
SOLUTIONS
To overcome these challenges, Euphoric’s Team decided to build a Lead
Management System for effective customer management. The application
helped manage the workforce in terms of assigning roles and managing
customer meetings.
To meet the requirement of creating a web app that is going to act as an
admin portal, the Euphoric Team leveraged the capabilities of the React JS
framework, integrating with the mobile app version, the technology was
flexible enough to use many packages that helped to decrease the workload
and make the process more efficient. The framework also helped in
seamless code reusability due to its component-based architecture.
To make the web app look modern, Euphoric Team used a UI library called
‘Chakra UI’ that helped to create consistent and visually appealing user
interfaces with minimal effort.
For API integration, Redux Toolkit was used which simplifies Redux by
streamlining store configuration, reducing boilerplate, and integrating
essential packages and best practices out of the box.
BENEFITS
The benefits that the client achieved are as follows:
- Real-time dashboard for all user roles that helped users to know their standings/ranks across all offices.
- Holiday management for users to correctly assign the created appointments.
- Improved workforce productivity and customer satisfaction.
- Admin Portal to manage all the meetings and users.
- Real-Time Notifications to Admins to track and manage the process activities.
- Reduced cost: The solution assisted in accelerating the entire solar installation process, which saved time and lowered operational expenses as well.
