Leadtool is a web application that supports sales agents in streamlining their work and keeping an overview of their work.
Technology Stack: Java Spring, React, MySQL, HTML5, CSS, Java Script
Vision statement: "We simplify mobile work with leads and increase the chance for the Kundenberater to close deals".
Before the project start, sales leads were communicated to the sales agents from Allianz in an unstructured way. Some leads were communicated via an excel spreadsheet. Others came in the form of contact details attached to an email message. Only after a sales action (e.g., calculation of price quote) was the lead then transferred to their CRM system. However, Any exchanges that took place before that(phone calls, messages) often went unstructured, unmonitored, or even wholly unrecorded. As a result, sales agents often had difficulties tracking and following up on sales leads.
Our solution provides the features necessary to manage and automate leads before they get into the Allianz CRM. The Leadtool offers the sales agents from Allianz an easy to use, custom-fitted web-based sales-pipeline, with which the agents can overview, mutate, add and delete new and follow-up leads.
The Leadtool offers different feature sets, for the Verkaufsleiter and the Kundenberater:
Clients consultant
Sales manager
Project duration: September 2020 - June 2021
Team size: 6 Students
Project work semester 3: 180/hours per student
Allianz Suisse
Wenigerstrasse 31
CH-4502 Solothurn
https://www.allianz.ch/de/privatkunden.htmlElias Mjoen
Kay Bilger
Joshua Schärer
Simon Pflugshaupt
Tobias Vonesch
Timon Keller
Achim Dannecker
