The Problem

As of August 2024, only 8% of sales and marketing professionals said their data was sufficiently accurate.

In a landscape where sales professionals spend only one-third of their time selling, with the rest focused on researching and organizing leads. Several companies, provide access to additional data on leads. Unfortunately, most have unreliable data accuracy. With an average of 90% of the sales professional’s time being wasted on low-quality leads, they were most likely to end up being rejected by them.

Our Client, a pioneering force in the B2B trade intelligence sector, recognized the market opportunity for modern technology to streamline lead generation and outreach processes.

The Challenge was to develop a scalable, proprietary B2B sales intelligence and engagement platform. This platform will empower sales professionals by providing access to millions of contacts and streamlined tools for automating outreach efforts and enhancing customer engagement.

Solution

We built a licensable software solution from scratch that includes 

At the heart of this intelligence platform, buildout was a clear roadmap that aligned the business goals and outcomes with our product team’s capabilities. The roadmap we put together for the client allowed us to break the project down into different product and business phases so that we could measure our progress while having a clear plan for the future.

Work Plan

We meticulously crafted a detailed work plan, including a Gantt chart, to provide our client with clarity and transparency regarding project timelines and tasks. This ensures they won’t have to wonder about the duration or breakdown of each stage of the design and development process.

Competitor Analysis

Prior to building the product, it was vital for us to understand who we were building it for, what the current competitive landscape looked like, and how we should tailor our product development process to fit the needs of the project. In this phase, we laid the foundation for the project and delivered everything from market research and user personas to user flows and stories.

We initiated the project by conducting a thorough analysis of the competitors, a strategic move that proved invaluable for our client. By delving into the competitive landscape, we were able to identify key market trends, understand industry benchmarks, and pinpoint areas of opportunity and differentiation.

This proactive approach not only saved our client substantial time and energy but also alleviated the burden of uncertainty and risk associated with entering a competitive market blindly. By gaining insights into competitor strategies and market positioning, our client was equipped with the knowledge needed to refine their own approach, mitigate potential pitfalls, and capitalize on untapped market segments.

In essence, conducting a comprehensive competitor analysis served as a preemptive strike against potential setbacks, empowering our client to make informed decisions and chart a course for success in their industry.

Wireframing & UI/UX Design

Once we had a clear scope for the MVP in place, we moved on to the design phase. In this phase of the project, the main objective was to prepare everything for the engineering team to operate as efficiently as possible while ensuring that the first release of the product delighted our early adopters. We focused on delivering the UI design system, and software architecture amongst other deliverables.

Using Figma, we facilitated seamless collaboration, allowing our client’s team to review and provide direct feedback on designs.

Development

After getting approval on the UI we started with the development we were well aware of the vision the client had for this project.

So we were building the project in a very modular format so that when it comes to scalability, it can be done very fast whenever the time is right in the future. Things were structured and built in a way that the base of the platform was a solid structure that would support what the software becomes even after 5 to 10 years. It did not mean that we were doing any extra work. It just meant that we were just making the right choices when it meant to be writing the code. Choosing the right framework, and selecting the right technology stack for the project.

We saved a lot of time in the beginning by not building from scratch instead, we used boilerplates that gave us a head start and we saved two weeks of development time. We also ensured during UI design that our designers followed a pre-built UI design framework that was available as pre-built UI elements and pre-built front-end components. That helped the project in numerous ways.

Not only did we save time when building these UI elements, while doing UI and development, but also we made them future proof so so that all the manual work involved in adapting them to the latest technology available in the future would be added to the project by simply updating and implementing the latest updates from these frameworks.

These product ideas were simply not straightforward. They were not as simple as building a web page or website, or a mobile app where we had to simply fetch the data and submit data from our database. But it involved complex logic and handling large database sets. We had to implement all these functionalities and manipulate data in real-time.

We built the complete platform, in the specified timeline that we gave in the beginning of the project. We also, successfully published the Go to Market Strategy and, it immediately started attracting users.

In 2023, the client began licensing the technology platform, and we began testing with partners and integrating with leading players in the B2B tech industry. After the success of the platform, we continued to validate assumptions, develop the tech stack, and test new strategies. We split our squads to focus on maintaining the current platform while continuing to scale the solution.

Results

With first-of-its-kind technology, the Client was able to rope in customers and quickly scaled to $50K in monthly revenue within the first six months of operation.

The Sales Intelligence Platform Provides :

The global sales intelligence market is projected to increase from $3.1 billion in 2023 to $4.2 billion in 2024, and our client is positioned to capture a significant share of this market.