As a company, nothing is more important than knowing who your clients are in order to serve them. As a developer or other non-client-facing role, it is difficult to come in contact with this information. In addition, reaching out to foreign tools and services can be an unnatural interruption to your workflow.
What it does
- ClientConnect shows key information about your company's clients on a variety of platforms.
- In Cisco Spark, you can ask a chat bot about a client by name.
- In Microsoft Outlook, there is both an Add-in for on-demand information retrieval and a Connector that displays daily information to groups.
- On an Amazon Alexa device, you can ask Alexa about clients.
- Using your phone, you can send a text and receive a response from Twilio containing client information
How we built it
First, we set up a data repository as an endpoint for the various services that would consume aggregated data. Next, we delved into each of the services that we wanted to integrate with.
Challenges we ran into
Accomplishments that we're proud of
We built the application in a generic way so that it can be easily written to integrate with any platform.
What we learned
- We learned a lot about how Alexa can be configured.
- Building chrome extensions.
- Integrating with office 365
What's next for ClientConnect
- Expand to other services
- Ability to set configurations for different teams of users
- Update client info dynamically from CRMs