QuarterOne is a SaaS tool for sales and finance teams that connects to CRMs like HubSpot and Salesforce to deliver automated sales forecasts and pipeline analytics. It helps businesses gain clearer, more accurate insights beyond standard CRM reporting.
The Challenge · The Challenge · The Challenge
To build from scratch a Saas platform that delivers a sales pipeline analytics tool. The tool needed to integrate with a multitude of CRM’s, ingest sales data and display the data in a way that is easily understandable and editable. In addition we needed to present a multitude of reports that help clients get actionable insights from their sales data.
Solution
To provide a full SDLC solution starting from full rapid prototyping and definition of Business Rules, through Build, QA and delivery of an MVP to support of a lengthy product roadmap. We did this using a hybrid agile framework(?) with a dedicated team of design, development, management and QA personnel.
Build
As is one of our principals we tried to use technologies that gave us a head start. One of those was ag-grid that provided the basis of the data display and provided a number of ways of replicating excel functionality on the web including filtering, sorting, grouping etc. The initial build took 4.5 months to deliver the MVP.
We were also responsible for the marketing site that accompanied and sold the app.
INTEGRATION
CRM Integration
We integrated with many leading CRMs: Hubspot, Zoho, Pipedrive, Freshsales.
Payment Gateway
Payment gateway integration with Stripe and managed by Chargebee.
BI Integration
BI integration for reports like Power BI, csv, and Google Sheets.
Our Approach
Our approach was hybrid in which we set a benchmark for the deliverable at the start using an interactive prototype and business rules and then worked in an agile way during development so that we could react to changes that made sense once the product was actually being played with.
Given the start up nature of the business we offered a Build Operate Transfer model for this project.
TECH STACK
- Isomorphic tech stack (universal JavaScript: same codebase runs on client & server)
- Frontend: React.js, Redux, D3.js (for data visualization), and AG Grid (for data tables/grids)
- Backend: Node.js
- Database: PostgreSQL (primary database), and Flattened instance (for reporting)
- Search & Reporting: ElasticSearch (used for querying/reporting)
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