The project involved developing a case tool for SME segment to automate the Marketing functionality of the organization and to measure productivity of the employees.

The Client: An AutoDesk partner in India.
Business Model: Offshore fixed cost

The Challenge

Marketing budgets are increasing day by day in the midst of competition. In a crowded market place, marketing communication and tracking the leads are some of the few strategy that distinguishes a company and its product.

The objectives set forward by the Client included:  

• Capture, quantify, & manage knowledge about prospects and customers
• Automate lead tracking
• Time tracking on various activity to effectively channel the sales force
• Effective funnel tracking (monitor sales opportunities)
• Generate a marketing campaign and send e-mailers to the Clients/Prospects
• Access from anywhere anytime
• Role based access to maintain security of sensitive marketing data
• Parameter driven application

The Solution

The solution centered on web-based architecture using Microsoft technologies. The application is built on three-tier architecture namely: Client Tier, Business tier and Database tier. The Client tier is written in ASP, Java Script and VB script. The Business tier is implemented using VB DLLs. The Database tier is based on Oracle database.

Functional Architecture

Benefits gained by the customer:

The application delivered to the customer by IT Elite offered:

• Allowed their sales and marketing force to visit more customers, have more accurate and timely reporting data, and spend less time at the office filling out paperwork or customer orders.
• The management can monitor the performance of the employee using performance measuring tools such as:
  • Case Generated report
  • Case Conversion Ratio
  • Time for case conversion
  • Payment collection report
  • Type of calls per day
• The employees can access the system from anywhere. This helps the employees to effectively corroborate to convert cases into orders.

 The project was completed with 18 person months of efforts.