Workflow and lead management service
Background
Customer Request
Challenges & Solutions
Challenges
Rebranding the service
Taking 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 effects
As 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 interface
The 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 9
The 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.
Solutions
Development of a unique design and optimization of the user journey
FTL 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 mockups
FTL designers enhanced 11 app pages for Android and iOS, improving navigation, intuitive usability, and modern in-app event handling.
REST API Application Architecture Changes
The FTL team updated request-processing algorithms in 19 key areas, adding new features via cross-system sync and ClickHook integration with user servers.
Migrating applications to the updated language platform
Mobile 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.
project facts
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.
Technologies used
