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Client:
The
Leading Mortgage company in South Eastern Michigan
Client's
Industry:
Mortgage
Services
Provided:
Design
& implementation of Automatic Mailers
Engine |
CASE
STUDY
cd
Challenge: The Leading Mortgage
company in South Eastern Michigan contacted USATInc with
an interest in design, development and implementation of
Automatic Mailers Engine (AME) to help their sales team
with an effective and effortless marketing
approach.
Solution: As the premium Business IT Solutions
provider, USATInc took the challenge and worked with the
client. Identified the efforts and hurdles involved in
reaching the goal.
The team of experts at USATInc analyzed the variables in
the initiative and brainstormed with the client in
deriving the right approach to meet the given objectives
of the initiative. Project execution is started upon the definition of the
scope, schedule, budget and Quality measurements. The
systematic approach and Project Management methodologies
were applied during the course of meeting the challenge.
Result: USATInc was able to deliver the
desired deliverables and also implemented the solution
on Client's network. Configured the servers as part of
the implementation. Data integration between CRM system
and Sales Activity and Approach Tracking was made to
enable the required functionalities in the initiative.
The result while meeting the scope, time and budget
constraints were greatly appreciated by the entire sales
team. The project lasted approximately Six Months from the kick-off meeting to the completion of
implementation. The sales team at the client
organization who are the end users of the outcome were
very happy. They found the easiness of User Interface
greatly saved their time and efforts. A great
improvement and quicker way to reach out the prospects,
with simple and professional communication.
Technology: ASP, HTML, Microsoft
Office 2003 Automation, Microsoft SQL
Server 2000 and Microsoft Outlook 2003. Visual Basic,
ADO are technology pool used by the team of experts at
USATInc in meeting the goal. Microsoft SQL Server DTS,
XML and FaltFile technologies in transforming the data
between various systems. Crystal Reports components used
in report generation features
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