Sales team workflows
Two internal tools that prepare contact lists and speed up calls with the contact's history at hand.
Context
A sales team that reviewed event contacts one by one and called without the history in view.
What we built
A tool to load and clean contact lists, and a calling dashboard connected to a browser extension.
Result
Less manual review and calls with the customer's context ready.
Areas delivered
- List loading from files
- Contact extraction from screenshots
- Duplicate removal
- Reviewed-contact marking
- One-click calling
- Automatic lookup of the contact's history