by johann.granados@softcial.com | Aug 21, 2024 | Case Study
Challenge The client required a mobile module for an application that users needed to take before engaging in activities like playing, practicing, or competing. This module provides a “Performance Factor” that indicates how energetically engaged the user...
by johann.granados@softcial.com | Aug 21, 2024 | Case Study
Challenge The client faced significant challenges with their reporting system. Reports were distributed across various systems, making it difficult to customize reports according to specific needs. Additionally, users struggled to filter data effectively or view the...
by johann.granados@softcial.com | Aug 21, 2024 | Case Study
Challenge A client needed an efficient way to create, assign, take, and analyze assessments and survey results for their coaching practice. The existing manual processes, which involved using different systems like NetSuite and outlook, were inefficient. The main...
by johann.granados@softcial.com | Aug 21, 2024 | Case Study
Challenge The company faced a significant issue with the default Round Robin algorithm in HubSpot for assigning new contacts. The built-in algorithm was inadequate due to the company’s specific contact owner assignment rules, which required a more tailored...
by johann.granados@softcial.com | Aug 21, 2024 | Case Study
Challenge The sales executives at a leading company faced several hurdles when creating purchase orders (POs) in the accounting system after closing a sale: Manual Order Creation: Sales executives had to manually enter purchase orders into the accounting system, which...
by johann.granados@softcial.com | Aug 21, 2024 | Case Study
Challenge A leading company faced significant challenges due to the need to enter customer data into two different systems: HubSpot and NetSuite. This process was time-consuming and led to several critical issues: Time Investment: Employees had to manually input the...