Contact Data Profiling Application

This application is used by the sales team of a research company to discover contacts for a list of companies requested by their clients and do the contact data profiling by doing a survey with asking the contacts some pre-defined questions and answer choices set by the project managers. The application is mainly developed to streamline the process, and get rid of spreadsheet usage. The application defines the work flow of profiling process for different users based on their roles/privileges. It allows the super user to create new project for the client requests and upload a list of companies or a list of contacts with companies to the project that are provided by the client. Then the project is send to a research team by assigning a manager of the project. The manager assigns the companies to callers by creating multiple tasks and also defines a set of profiling questions and their answer choices which are to be asked by the callers while their verification process. The caller then verifies one contact per company based on the answers given by contacts and sends the verified contacts and their detail information to the manager for his approval. The manager then passes those searched contacts to the QA team to get their final approval on the contacts. Once the QA approves the contacts, the contacts will be uploaded to a master database. It also allows the managers to create a new project for contact discovery process from a profiling project and vice versa. The system has reporting capabilities to allow the higher level authorities to view the performance reports of researchers, callers, manager and QA team report and productivity report.