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Home / Case Studies / Support and Maintenance Services for an Online Sales Prospecting Tool Helps a Media Company Enhance Customer Presence
January 22, 2021 - by Synoptek
The client is an information and intelligence company that provides customers with critical news, data, analysis, marketing solutions, and events to manage businesses successfully.
The sales prospecting tool is the client’s marquis product. Since its launch in August 2013, it has helped the client grow its retirement business substantially. However, the client was in search of new and improved features that could help provide advanced visualization and critical data-driven insights to customers.
Given that Synoptek was already providing support for Magento, the client approached Synoptek again for the enhancement project for rolling out six distinct new features, including:
In addition, the client also wanted Synoptek to make changes to existing pages such as creating a new UI for the Dashboard and changes in Search, Export, and Report to include the above features.
To meet the integration requirement, Synoptek provided a robust team from its Application group and the team to implement all the features to the existing solution. We worked on developing new features that use existing data and provides powerful, richly formatted, and dynamic display which integrates to reports as well. All feature changes were made following the Agile methodology.
Synoptek developed the Talking Points feature to break down complicated plan issues in a way that is simple enough to be communicated to any plan sponsor. This feature helped brokers in preparing for their sales meeting with prospects and leave a good impression because of the details covered.
The benchmark feature was developed for users to compare the performance of a single plan (the primary plan) against a peer group of other plans. It allowed client teams to compare their plan with other peer group plans and present it into the Line and Bell curve charts. This was a vital enhancement done with great finesse that added great value as it helped brokers target the right plan that had higher probability of getting success – thereby saving a lot of effort.
The Plan Score feature is a quick method to compare how a single plan is performing, compared to some curated group of other plans. Synoptek helped the client in calculating various plan scores:
Synoptek built professionally-written Marketing Letters that provide a detailed and personalized summary of potential problems with a plan. The Marketing Letters pull information directly from broker account profile, and pre-populate their name and phone number, along with the address info of the plan sponsor. These letters are ready to print and send or can be downloaded/copied and emailed.
The map-based results feature provides the client with a new way of looking at a set of results, after a search has been run. It displays the number of Plans that belong to the State as well as the percentage of Plans which is a calculation of how many Plans in the results meet the current search criteria, divided by the total number of Plans in the state.
Based on results, the analysis feature displays some “on the fly” computations – not just for the current year but for the past 5 years as well in different sections.
The support, maintenance, and enhancement services provided by Synoptek allows the media company to view, compare, and analyze operational data using several different options. Under Synoptek’s guidance, the client can:
Incorporating these features in the current solution has proved to be a game changer for the client, with scalability and greater profitability in terms of having more prime users.
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