Working together with our partners to bring ideas to life is one of the driving forces behind everything we do here at Oktana. That’s why when Huge approached us to help them build an app for Stanley Security we leaped at the chance.
Stanley is a large security company specializing in commercial security systems. They needed a tool that their field salespeople could use to present their current product offerings to prospective customers and when they made their purchasing decisions the entire process could be completed through the app. Additionally, Stanley wanted this to be something that could be used on computers or tablets like iPads.
We knew what Stanley wanted but how was this app going to be built? Huge has great skills in front-end development and were planning to build the app and the UI/UX elements internally. But they needed a partner to help complete the backend work and sync everything up with Stanley’s Salesforce instance. That’s where the team at Oktana came in. Huge was able to focus on what they’re the best at and design a front-end experience that would satisfy Stanley’s sales team while at Oktana we could apply our skills and knowledge about Salesforce to make sure everything came together for a seamless experience on the back end.
How do the front and the back of this application work and what did it take to make them play nice? The front-end app was built utilizing React and Node.JS which was then managed with a Postgres database that Huge hosted on Heroku. For our backend development, we needed to make sure everything tied into the Postgres database correctly. To do that we utilized Heroku Connect to transfer between the front end database and Salesforce. Additionally, we mapped all the data so that everything was stored where it needed to be on both ends of the application process. Because this application has been designed for interfacing with Stanley’s Salesforce org we require a Salesforce log in to access the app and all of it’s features. This ensures that anyone using that app is a part of the sales team at Stanley.
Now, beyond the basic connective functionality we needed to make sure that all aspects of the sales cycle can be completed through this app. This included allowing the sales team to send emails for clients with sales details and other information. To make that happen we built an email tool using Apex and Visualforce. Stanley also wanted to make sure sales could be closed within the app so we built in Adobe Sign functionality for sales contracts to be signed digitally and Zuora payment systems to allow immediate payment. All of this is then synced with the Salesforce org.
The key technologies used in this project include:
- Heroku Connect
- Adobe Sign
This project allowed us to work collaboratively with another development team to build different parts of an app. We’ve been able to successfully demonstrate our skill and ability to understand other’s work and apply it to our goals. We’re looking forward to working with both Huge and Stanley again in the future. If you have a project that we can help you with please be sure to let us know, we’re always looking for new partners!