Gopher Leads Inc.
$30,000.00 CAD
- Department
- National Research Council Canada
- Recipient country
- Canada
- Fiscal year
- 2022-2023
- Agreement period
- November 28, 2022 – June 30, 2023
- Reference
- nrc-cnrc:172-2022-2023-Q3-998619
Published purpose
Onboarding customers to Wingmate's CRM is a task that requires several steps of manual labor in order to complete. The procedure involves: 1. Setting up a company profile and Wingmate pipeline. 2. Creating a ruby script specifically designed to upload their data from their previous CRM. 3. Upload and run the script to the server. 4. Create all accounts for all users manually on the pipeline. 5. Set up the client on minor offerings (ie. EasyDocs, Lead Gen., etc.). To speed up this process, this project will focus on replacing steps 2/3 with a web application that can receive CSVs of data and automatically upload them to Wingmate with the correct fields. This project will save the team over 4 hours with of labor while onboarding
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