Sales Journal

The Project

A Sales Opportunity Management Tool as an internal solution to streamline sales operations, track prospects and deals, and enhance client interactions. Designed specifically for our sales team, this system provides a comprehensive way to manage customer relationships and monitor key sales metrics efficiently. Our project encompassed both frontend and backend development, along with UI enhancements and quality assurance, ensuring a seamless user experience tailored to our sales processes.

Client Background

As a growing organization, Ensemble recognized the need for a tailored, internal customer relationship management (CRM) tool to optimize sales workflows and track key metrics. This solution was built as a lightweight, in-house alternative to larger sales management platforms, equipping our sales team with the necessary tools to manage opportunities, accounts, and customer interactions effectively.

Industry

Customer Relationship Management (CRM), Sales and Opportunity Tracking, and Internal Business Solutions.

Services

Frontend Development
Backend Development
Quality Assurance (QA)
Quality Engineering (QE)
DevOps
UX/UI Design
Project Management
Product Management

Technologies

React
TypeScript
JavaScript
TypeORM
NestJS
GraphQL
PostgreSQL
Okta
Geoapify

Initiative Key Considerations

Sales Dashboard Implementation

We developed a dynamic dashboard to provide real-time visibility into sales metrics and KPIs. This feature ensures that our sales team has immediate access to critical pipeline data, including opportunities, deals, and client interactions.

Application Facelift and UI Overhaul

Our team implemented a full UI facelift, incorporating Material UI components to modernize the design and improve usability. This enhancement made the platform visually appealing and user-friendly.

Drafts Feature for All Entities

To enhance flexibility, we introduced draft functionality across all major entities, including action items, accounts, opportunities, and contacts. This allows the sales team to save in-progress data, reducing data loss and improving efficiency.

Technology Updates and Optimizations

Keeping our system up-to-date was a priority. We upgraded the Node.js version and optimized the application for performance, ensuring long-term reliability and security.

Data Sanity and Architectural Improvements

Our team focused on maintaining data integrity and refining the system architecture, ensuring scalability and efficiency for future enhancements.

Okta Authentication Integration

To enhance security, we integrated Okta for authentication, providing the sales team with a secure, single sign-on solution for accessing the platform.

GeoApify and Exchange Rate Integration

We enhanced the system with geolocation capabilities through GeoApify and integrated the Bank of Canada’s exchange rate API to provide up-to-date financial data and location-based insights.

Continuous Feature Development

We continuously developed new features based on both internal business requirements and technical advancements, ensuring that the platform evolved alongside the needs of our sales team.

Results and Deliverables

We successfully delivered a robust sales opportunity management system that:

Enhances Sales Tracking and Management

The dashboard and reporting tools provide real-time insights into prospects, deals, and customer interactions, enabling informed decision-making.

Offers a Modern and Intuitive User Experience

The integration of Material UI components resulted in a sleek, user-friendly platform that maximizes efficiency.

Ensures Security and Scalability

By integrating Okta authentication and leveraging modern technologies, we built a secure and scalable system prepared for future growth.

Supports Custom Features

Continuous development and feature integration ensure that the system remains aligned with our sales team’s evolving needs.