Overview
Right Horizons is an end to end investment advisory and wealth management firm that focuses on providing a solution that is specific to customer’s needs caters from Tax planning till real estate level.
Requirements
Challenges
- Providing individual level access was a redundant and time consuming task.
- We came with a role based access solution approach. This approach helped to provide access to roles rather than individual level.
- Security Checks, Maintenance and Monitoring.
Solutions
- To develop a new VTiger module for Tele call. Setup Vtiger email scanner so leads are created auotmatically.
- Migrate all the Sales, Products, Leads, Contacts, Accounts without any loss of data fromexisting system to vtiger customize leads, Potentials, Accounts, contacts and other modules like addition/deletionof fields.
Results
Filters
- Our customer got a 360° view of their Marketing department and they were able to close more deals as such
- This solution made them to avoid spreadsheets completely and finding of leads data and his particulars were very easy
- Due to the workflows implemented everything is recorded and approved which also improved the transparency of the whole process.
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.
Where is KTree's Web and Mobile application Development done?
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.
Partner with a Top Application Development Company
Transform your enterprise with our proven web and mobile solutions. Our expert KTree team delivers results that matter.
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