Shore Group are requiring an automated client data retrieval system with backend database link capabilities to their existing CRM. We have decided to build a form solution with a single field entry per page. This does away with potentially confusing or cluttered screens, leading to clarity and ease of use.
There are several ways to view our solution. The first is as shown below, illustrating how it can be embedded within a website.
The second way to access the form is using a pop-up box from any website, as demonstrated through a button like this one.
The third way can be through a customised URL link like the one supplied here. customised URL's help with branding and shortening of links. (Use the same password as was provided to access this page when prompted).
The fourth way can be by integrating a video introduction. This has shown to give users an understanding of what to expect. The video concludes with a link to the form. You can see an example here through the 'Registration' button.
The finial way can be to introduce Ai conversation to gather data. Imagine a scenario when the recruiter/sales team can initiate the registration process for a new client by firstly submitting some basic information, which triggers an SMS to the client and the rest of the registration process. The client will be sent a standard text providing a link to our interactive AI registration Bot.
All submissions get fed directly to a service we've chosen called www.******.com. This is a good platform to access the database and, looking to future phases of the project, can potentially feed the data through API or using webhooks into Shore Group CRM systems. Such API links have yet to be configured.
A database has already been setup and tested to retrieve form entries and can be accessed only by approved users for security reasons. To access the Shore Group form entries, go to https://shoregroup.me/DB. This link is disabled for now until further discussions.
Every time a new form is submitted, an email is sent to a Shore Group representative telling them the name of the individual and their unique record ID. This is accompanied with a direct link to the table where the data is being held.
This is only a sample of what we can achieve. We look forward to hearing about how you would like to scale this out for Shore Group.
Below shows a database screen shot which can be accessed through the custom URL by an authorised user only.
The screen shot shown below illustrates the traffic analysis from having the unique URL setup.
The screen shot below shows the notification email received on new form entries. The content of which can be configured in many different ways.
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Richard has over 10 years experience in software testing training and consultancy. He is a training instructor and advisor to organisations in process improvement techniques (TPI) within the technology sector. During Richard's career, he has gained extensive knowledge of the BCS ISTQB syllabus.
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