Overview
Our client is an integrated health system headquartered in the Dakotas. Being the largest employer of Dakotas, our client offers rural, not-for-profit health care system in its nation with numerous hospitals and clinics located in different states and countries.
Requirements
- Customize the CRM module for online registration of Leads from various business verticals as Business partners, as Franchises and as Individual members all of them having unique set of input information , eligibility criteria and sign up procedure.
- Import leads from the Online portal every hour and show them in OpenERP with all the email communication done in the sign-up process as a reference history.
- Converting them to opportunity and in the process taking down interest levels by business points during phone call and meetings.Record expected revenue and conversion chances for each of the business opportunity.
- The registration process had a lot of glitches before, we devised a new process of registration for all the business verticals(Franchise, partner, members).
- For Individuals Members, when converting from Opportunity to Customer send promotion for membership with selected membership benefits.
- For Franchise companies, easy integration of the multi-company structure.
- For Business partners, register as partner get them started with Health center demos and fitness tips.
- Three weeks to completely Implement End to End Solution.
- With strong market demand and high quality offerings there was a need to strengthen the market lead in the Weight loss and Fitness segment with online registration being the key at digital age it was difficult to guide and process the Leads because of the sheer size and volumes of accurate lead data needed.
- Application needed to guide the leads by sending email verification links for secured registration and modifying/editing Lead info.
- Client had to spend countless hours to organize and process one Lead.
- Multiple functions can be performed by a single user and drastically improved efficiency.
- The client was able to use the application immediately after Implementation.
- All the partners were given the visibility and the lead could be tracked instantaneously for faster conversion to customer.
Read more about KTree
KTree, a Global IT Company
What and how the processes are structured in KTree?
KTree's processes follow CMMi to ensure consistent, high-quality outcomes. With a focus on quality coding , code reviewing, and performance and load testing in our QA processes, we deliver reliable, scalable, and high-performing applications to meet our clients' needs.
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KTree's web and mobile application development primarily takes place at our Hyderabad development center. Hyderabad is not only abundant in IT talent but is also known for its rich heritage and exotic food.
How KTree makes outsourcing project a positive experience?
KTree delivers high-quality applications that meet our clients' needs, by prioritizing collaboration, communication, visibility, traceability, and requirements engineering. While we charge a little premium for our services, we believe that it is important to provide the necessary resources and expertise to ensure project success.
What is Success mantra of KTree, as one of the respected web development company?
The success mantra of KTree as a respected web development company is combining Agile methodology with strong documentation, powerful web and mobile frameworks, and a solid KTree team to deliver great web and mobile applications within a specified timeframe.
Any other Differentiation which KTree has, which it can offer?
KTree's tremendous knowledge and expertise, gained from working on hundreds of web and mobile application projects, gives us a significant advantage that allows us to provide a head-start on projects, saving our clients many man-months.
What Development methodology KTree follows and why?
KTree's development team follows the Scrum framework of the Agile methodology, which improves Agility through its simplicity and flexibility. This allows us to adapt to changing project requirements and deliver high-quality products within the specified timeframe.
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