Companys normally have a substantial amount of offline leads that are not directly inserted/distributed/tracked by CRM systems such as Salesforce, for exmaple, leads generated from offline tradeshows/seminars, e-commerce platforms that are not integrated into internal system, salesperson referrals,etc. And the pain points for the responsible team would be:
- how to efficiently upload the offline leads to the system without the burden of many Excels/notes files
- how to track the conversion of these leads
- how to get the instant feedback from responsible salesperson Thus this LeadsTracker Toolbox is designed to address the above pain points;
The old vs new offline leads collect - upload - track workflow:
Frontend: React.js
Backend: Flask, Flask-API, pymysql, SQLAlchemy, simple-salesforce
Database: MySQL
Test Tool: POSTMAN