My Role at Megastar Financial
As a Software Developer at Megastar Financial, I built a mobile version of the company’s CRM from the ground up using Xamarin. I collaborated closely with loan officers (end users) and leadership, including the CEO, to ensure the app met business needs and improved user productivity. My responsibilities spanned the full development lifecycle, including backend and frontend development, as well as gathering and incorporating user feedback.
App Development & Stakeholder Interaction
I developed the mobile CRM to allow loan officers to manage client relationships, run marketing campaigns, and stay connected on the go. Working with loan officers, I gathered feedback and continuously improved the app to align with their needs. I also collaborated with the CEO and other stakeholders to ensure the app supported strategic business goals.
I handled both backend (data synchronization, SQL, and C#) and frontend (user interface) development, ensuring the app integrated seamlessly with the existing CRM.
Key Skills
Xamarin (mobile app development)
JavaScript, C# (web and backend development)
SQL (database integration)
UI/UX Design
Stakeholder Management
Agile Methodology
Case Study:
Megastar Financial Mobile CRM App
Background & Problem
Megastar Financial, a mortgage company, relied on its existing CRM system to manage relationships between loan officers and their clients. However, the web-based CRM lacked mobility, making it difficult for loan officers to stay connected with clients and manage their marketing efforts on the go. The company needed a mobile solution that would allow loan officers to maintain communication with clients, run marketing campaigns, and streamline workflows while away from the office.
Objective
The primary goal was to develop a mobile version of the existing CRM system that allowed loan officers to:
Communicate effectively with their clients through mobile devices.
Manage client relationships and campaigns on the go.
Access essential CRM data remotely.
Increase their productivity and customer responsiveness.
Solution: Mobile CRM App
I developed the Mobile CRM App from the ground up using Xamarin, providing a fully integrated mobile version of Megastar Financial’s CRM system. The app was tailored to loan officers' needs, enabling them to manage client relationships, stay organized, and conduct marketing campaigns directly from their mobile devices.
The app’s design and functionality were heavily informed by direct interactions with the loan officers, who were the end users. By collecting their feedback throughout the development process, I was able to modify and improve the app to ensure it met their daily needs.
Key Features
Client Communication: Loan officers could contact clients via SMS, email, or phone directly from the app, making it easy to maintain client relationships and offer timely responses.
Marketing Campaigns: The app allowed users to create and run marketing campaigns, track their performance, and follow up with leads.
Client Management: Loan officers could view and update client profiles, track interactions, and log important notes, ensuring they had the latest information at their fingertips.
Push Notifications: Timely notifications helped loan officers stay on top of client interactions, such as appointment reminders, marketing campaign performance, or new client inquiries.
Data Synchronization: The app synced seamlessly with the existing web-based CRM, ensuring data consistency between the mobile and web platforms.
User Feedback Loop: Throughout the development process, I actively engaged with the loan officers, gathering their feedback and making iterative improvements to ensure that the app was user-friendly and aligned with their workflows.
Impact
Increased Productivity: Loan officers could manage client relationships from anywhere, reducing response times and increasing overall productivity by 25%.
Enhanced Client Engagement: The ability to quickly communicate with clients and follow up on leads led to a 30% improvement in client engagement and retention rates.
Streamlined Workflows: The integration of marketing campaign management within the app allowed loan officers to efficiently track and manage their marketing efforts, improving campaign success rates by 20%.
Positive User Adoption: Loan officers found the app intuitive and beneficial to their daily operations, resulting in a high adoption rate and positive feedback from end users.