case study

Optimizing Lead Tracking with SharePoint for a Leading Consulting Firm

Optimizing Lead Tracking with SharePoint for a Leading Consulting Firm

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    Synopsis

    Technology Stack

    SharePoint 2013

    SQL

    Client Overview

    The client is a US-based Business & Technology Consulting Firm.

    Challenge

    The client wanted to develop an application which tracks the leads as identification data to find new business opportunities from the lead database. The application was expected to run on the mechanism of tracking the best lead(s) efficiently.

    Solution

    Q3 Technologies developed a Lead Tracking System using SharePoint 2013 Enterprise edition to use various inbuilt features of the technology like high level security, performance, and quick response time.

    • The application has an interactive UI and is executed through a mechanism.
    • The stored procedures were written in SQL for the instinct data retrieval. After the data is fetched, it is pushed on the SharePoint to get analyzed at run time.
    • Various typical workflows are applied on the data to process the best leads out of the uncountable leads.
    • Distinctive Scheduler is implemented using SharePoint to schedule the activity & minimize the response time of the application.

    Outcome

    Reliable and scalable solution
    Customized data representation
    Identification of best leads & generate revenue
    Interactive user-interface

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