SOLE CRM
Salesforce mobile application for tracking potential customers and business opportunities, built at E-Science Corp. Added calendar integration and dashboard reporting features.
Role
- Mobile developer
Key Contributions
- Created dashboard widgets summarising sales pipeline and meeting information for field sales teams
- Added Google Calendar integration allowing users to schedule meetings with clients and send calendar invitations directly from the app
Overview
SOLE is a salesforce mobile application used by E-Science Corp’s clients to track potential customers, manage business opportunities, and coordinate field sales activity.
Key Contributions
Dashboard widgets: Built summary widgets showing sales pipeline status and meeting activity, giving sales team members an at-a-glance view of their pipeline without navigating deep into the app.
Google Calendar integration: Added the ability for users to schedule client meetings directly from SOLE and send Google Calendar invitations, reducing the context-switching between the CRM and calendar apps.
Technical Focus
CRM apps live or die on workflow efficiency - a feature is only valuable if it reduces friction for the field user. The calendar integration was designed to keep users in one app rather than bouncing between tools, which directly increased adoption of the meeting scheduling features.