Exact Data – Lead Management System | Ergonized

Exact Data

Business site for marketing lead data & social media

Challenge

ExactData is a company located in USA. Their unique offer is marketing data for both B2C and B2B specific target audiences. When they came to the point where internal IT staff capabilities were not enough, they needed to get assistance with complex development issues from outside. ExactData met Ergonized, and we became that development partner with a global presence to match their own.

Shortly after discussing, research and analysis of the current situation we came to a decision for the global automatization of their working process. Our plan included the following optimization:

  • Lead collection and storage from with more than 100 sources.
  • Expanded order purchasing formed by the client’s preferences entered online.
  • Lead appointment between more than 100 Sales People based on own business rules.
  • Daily, monthly, weekly reports for the Client Services, Sales, Accounting and Marketing Departments.
  • Integration with the cloud-based SugarCRM Professional version.
  • Customization of basic SugarCRM functionality for the business processes.

Results

These were the result we helped ExactData achieve after 1 year of collaboration:

  • The number of Sales People increased from 8 to 35.
  • The amount of orders grew from 700 to 4500.
  • The order processing time shortened from 4 hours to 30 minutes.
  • The order  delivery time shortened from 2 hours to 10 minutes.
  • Time needed for making a report decreased from 20 hours to 15 minutes.
  • Unique visitors increased from 4500 to 27 000 a month on all websites.
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Facts & Numbers

SOAYiiRabbitMQPostgreSQLZabbixSugar-php-sdkElasticsearch + kibana + logstashGearmanJenkinsPhantomjs / JenkinsNginx + load-balancingphp7-fpmMandril mail service

  • 9

    Team members

  • 10 300

    Spent hours

  • 170

    Prepared screens

Over the past 8 years we have worked with Ergonized on hundreds of different projects.
Their team offers quick turnaround times, high quality work, and brings innovative ideas to the table. They have built programs which are now the backbone of our organization and continue to help us grow.

Larry Organ
Exact Data

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