Personalized Expert Recommendations

We created a lead capture engine that used a survey to deliver curated recommendation to customers and sales reps
A leading telecom provider with technology products like cloud, contact center, network and managed security services

Understanding Complex States to Build Trust

Our client aims to be the trusted partner for prospects on their digital journey; for this they wanted to gauge their digital maturity and provide personalized recommendations.

But with multiple portfolios, the process of capturing the current state and providing quick recommendations was not easy. Our client was looking to create a survey for each of their key portfolios to understand customers’ current status and automatically create personalized reports.


Integrated Lead Capture and Sales Enablement

We created a survey engine application which allowed our client to conduct surveys across their portfolio. The application was easily customizable to meet changing business dynamics and scalable to include other portfolios. It was integrated to internal CRM and Salesforce.

Key features:

  • Automatic calculation of maturity level based on prospect’s responses
  • Instant download of personalized reports with recommendations
  • Leads captured in admin and sales reps notified
  • Detailed analysis of leads and responses
  • Automated report for sales reps on engaging customers for further opportunities

Project Showcase


Built trust in the workforce

Establishes trust
and expertise

Engaging sales

Sales enablement

Increased sales

Data and lead

Let’s talk

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Got questions? Even better.

Contact Us or call us on +91 98991 00347