Executive Summary
Executive Summary
CRMOZ helped loan and mortgage companies automate the process of email delivery with a set of restrictions and conditionals.
Introduction
The client's business is related to home loans and mortgages. During the sales funnel process, customers are provided with additional information about available loans and necessary tips that can support them during the property purchase. The client's request was to automate the process of email delivery based on purchase information and the stages that the loan goes through.
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The Challenge
The Challenge
The initial client request was about fully automated email deliveries for customers and referral partners. But during the development process, the client came up with a set of restrictions and conditionals that assist email deliveries. Also, clients requested additional functionality related to manual email sending for managers and referral partners.
Implementation & results
- Our solution consisted of two parts: a front-end widget embedded in ZohoCRM a back-end part for data processing. We primarily understood that the widget should be created as SPA to remove reloading during page changes. We also knew that sending several emails from stages would create a bunch of requests for the back-end. Therefore, we needed logic for checking conditions on the front-end side.
- The perfect technology to solve these issues is Vue.js. It can help in fast creation of SPA. It can easily handle lots of conditional due to incorporated logic inside of components. And also Vue.js applications could be easily supported in the future due to permanent updates of the framework.
- Our choice for the back-end part is Laravel. We developed a complex scheduling system for emails that could handle all the rules provided by our client. We connected Laravel ZohoCRM PHP SDK significantly increases the speed of data retrieval.
- Pre-development analysis of the client's request greatly assisted us in selecting the correct technologies for implementing the client's needs.
- Using Vue.js for widget development and Laravel email scheduling and data processing, our solution could scale and evolve with the client's business. Applying the aforementioned technologies will help in further system development and support of the project after the active development stage is complete.
