Workflow and lead management service
ClickHook is a workflow and lead management service based on the experience of interacting with the UX of client products.
Background
Customer Request
Challenges
- Rebranding the serviceTaking into account the changes in the name of the project, it was required to create a unique marketing package for applications that would reflect the main values and capabilities of the service on mobile devices.
- Create interactive visual effectsAs a result of the redesign, it was required to add dynamism in both versions of applications to the main screens: registration, login, greetings, calendar, messaging, work processes, customer cards.
- Implementation of additional functionality into the user interfaceThe expansion of application capabilities needed to be strengthened with FAQ blocks, data commutation by lead groups, a search bar, synchronization of lead data from external sources, and integration with a custom calendar.
- Optimization of the language base due to changes in iOS 12/Android 9The introduction of new functions and the growth of the application architecture required an increase in service performance on mobile devices, considering the requirements of software platforms.
Challenges
Solutions
- Development of a unique design and optimization of the user journeyFTL specialists completely updated the presentation of the application on iOS and Android: fixed restrictions, finalized desktop variations, improved customer maps and task pages to meet the requirements of the service audience.
- Implementation of interactive mockupsFTL designers improved the functionality and effectiveness of the layouts of 11 pages of the application: for both Android and iOS versions of applications, taking into account the flexibility of navigation, the intuitive clarity of options and sections, as well as modern trends in the bundle of events within applications.
- REST API Application Architecture ChangesThe FTL team has updated the algorithms for processing user requests in 19 key areas of application work. The developers added new features for users through cross-system synchronization of the application with third-party services and setting up ClickHook integration with internal user servers.
- Migrating applications to the updated language platformMobile developers migrated the application to Swift 4.2 to meet the requirements of the iOS12 system and eliminated conflicts and slowdowns in the performance of the Android application through script optimization.
Solutions
hours of team work for fully app update
fixed bugs and errors
rendered layouts from scratch
Main features
Implementing custom settings
The data management system for team roles, leads, SMS, and e-mail campaigns should take into account user preferences and choices. FTL specialists have developed a cyclical algorithm, which will rely on basic filters and system presets while preserving account data and access modes in the absence of user choice.
Deploying an API to create a flexible and modifiable FAQ block
The FAQ block of applications should take into account current issues, and also be changeable with the prospect of growth and development of the application's functionality. FTL engineers integrated an API that allowed editing the FAQ block at the request of the service owners without the constant involvement of mobile developers.
Omnichannel history of interaction with leads
The FTL team has integrated a consolidated customer contact history form directly into the lead profile for ease of user search, tracking hierarchy of interactions, and flexible scheduling. So, an authorized employee of the company could always track the date of the last interaction, the channel of interaction, and a short summary of the result of the contact.
Creation of a single dashboard for each employee
To optimize interaction with leads, FTL specialists created a single dashboard for contacts with current leads. So, within the panel, the authorized employee could track the progress of work with the lead, see the latest contacts from the resume, receive reminders of actions concerning the lead. The design of the panel was carried out considering the trends of nativeness and color concentration.
