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 for their field sales team to use on the go that showcased their current product offerings. Also, they preferred to manage the process through the app, on either computers or tablets.
Huge has excellent skills in front-end development and was planning to develop 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 designing a front-end experience that would satisfy Stanley’s sales team. Meanwhile, Oktana could focus on 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 nicely? The front-end app was built utilizing React and Node.JS, 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. This application’s design was for interfacing with Stanley’s Salesforce organization, and it required a Salesforce login to access the app and all of its features. The login ensured that anyone using that app is a part of the sales team at Stanley.
Now, beyond the basic connective functionality, we needed to complete all aspects of the sales cycle 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 close sales within the app, so we built in Adobe Sign functionality. Sales contracts could be signed digitally, and Zuora payment systems facilitated immediate payment. The final step was to synch the new data with the Salesforce organization.
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!