
ABOUT THE CLIENT
A North America based leading Digital marketing agency. 20+ years of deep marketing expertise. Bring an experienced and pragmatic approach to modern marketing practices.
PROBLEM
Spreadsheet based evaluation methodology.
The current approach struggles to handle increased data volume, users, or operational complexity. As demands grow, performance degrades or manual effort increases, making it unsuitable for long-term or enterprise-level use.
Required Subject matter expertise to use.
Manually generated the final reports.
Manually maintaining various spreadsheet versions for different Channels.

SOLUTION
Developed Scalable Web based SAAS application.
Intuitive UI / UX which does not require any training.
Ability to build configurable Templates for different Score.
Updates available immediately to all users.
Ability for end user to tweak the template as per the requirment.
Role based adding / editing permissions.
BENEFITS
The shift to a high-tech model delivered significant business benefits:
Templatisation and SAAS enabled greater outreach.
Subject matter expertise no more required for using this templatised version of creating the scorecard.
Technology chosen offers Cost optimisation, Scalability and Efficiency on-Demand bringing down the period of ROI.
More cross-sell up-sell opportunities
Quick turnaround saved huge man hours.
TOOLS & TECHNOLOGIES USED

Rental
This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.

Utiliy
To improve the efficiency of Sales Development Representatives (SDRs) and maintain high campaign hygiene, we implemented an automated lead disqualification process integrated with the Five9 dialer platform. The objective was to instantly remove unqualified leads based on predefined disposition logic, streamline exception handling for web leads, and provide end-to-end visibility through logging and audit trails. This solution ensures SDRs spend time only on quality leads, enhancing productivity while maintaining a clean, real-time lead pipeline.