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ERC Approve

Industry

SaaS

Business Type

Startup

Service

Web App Devlopment

Client Overview

ERC APPROVE engaged our development team with a distinctive need for a CRM centered around the Employee Retention Credit (ERC) for companies that retained their employees post-COVID-19. Their focus was on efficiently tracking and managing affiliates and clients referred through their extensive affiliate network. Our client aims to optimize processes related to employee retention credit and enhance the overall management of their affiliate ecosystem.

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Project Objective

The objective of the ERC Approve was to design and implement a specialized Customer Relationship Management (CRM) system tailored to their needs. This CRM aimed to enhance the efficiency of tracking and managing affiliates and clients referred through their extensive affiliate network. The system needed to accommodate various user roles, ensuring that affiliates, clients, and administrators could easily interact and manage their respective responsibilities. By providing tools to collect, store, and analyze client and affiliate data, the CRM would offer a comprehensive view of interactions and improve the overall process of managing ERC claims.

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Challenges

01

Monitoring Affiliates

ERC APPROVE operates on a network of affiliates to drive customer acquisition, and hence, it needed a robust system to keep track of all referred affiliates and clients.

02

Streamlining Document Signatures for Client and Affiliate Agreements

A notable challenge revolved around the process of sending agreements to clients and affiliates for signatures. The existing manual system proved inefficient, prompting the need for an automated approach to handle document signatures.

03

Inefficient Document Tracking for Business Owners

The client highlighted the inefficiency in tracking documents uploaded by business owners. The existing process lacked transparency, making it challenging for administrators to manage and evaluate the submitted documents effectively.

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Solutions By Logic Square

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  • Integrated Unique Referral Code System For Affiliates: To handle this issue, the developer's team at LogicSquare implemented a unique referral code system for each affiliate and embedded that referral code in the business and affiliate application link that they share with new users. This way, we were able to keep track of their referrals.
  • Integrated DocuSign For E-Signatures: To address this challenge, LogicSquare opted to implement DocuSign, a leading E-signature solution, to automate the signature collection process. However, the implementation of DocuSign brought its own set of challenges, particularly in terms of setting up and seamlessly integrating it with the existing system. Ultimately, we successfully integrated DocuSign into the CRM software. 
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Features & Functionalities

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  • Affiliate Addition By Admin

    The CRM system powers administrators to add affiliates and locate them efficiently through the search box on the dashboard– utilizing a range of filters for precise results. This functionality provides administrators with ease in managing and organizing affiliates based on specific criteria.

  • Affiliate Link Sharing

    Affiliates can log in to their dashboard and see their personal info section with business and affiliate application links that they can copy and share. They can also check the list of their referred clients and affiliates.

  • New Addition By Existing Affiliate

    Within the CRM, affiliate users can refer either a new affiliate or a new business. The new affiliate will receive an application form, and the clients will receive a questionnaire. After filling out the application form, new affiliates and clients will be added under the referring affiliate.

  • Message Templates

    The CRM will allow the user to access a list of email/ text message templates on the Template Page.  It also allows the addition of new templates.

  • Agreement Document

    Every time a new user or lead is added, an agreement will be automatically generated and sent to the respective user or lead. To proceed, the user or lead is required to sign the agreement, and this process is seamlessly facilitated through integration with DocuSign.

  • Document Requesting

    Admins have the authority to request documents from business owners. Business owners can log in to their dashboard, where they can see the list of required documents and upload them as per the requirement. Further, the admin can verify the documents and mark them as accepted or rejected.

  • New Lead Questionnaire

    Upon clicking the Call-to-Action (CTA) on an affiliate's customized page, new leads are prompted to complete the New Lead Questionnaire, which seeks information regarding their company's financial health after COVID-19.

  • Referral Program

    CRM software has a referral feature that allows affiliates to earn a bonus when referring new clients and new affiliates. The system automatically shares a commission percentage among ERC and the Level 1 & Level 2 affiliates. 

Our Approach

We began with in-depth discovery and requirement analysis to understand ERC Approves’ specific needs and current processes. This was followed by designing and prototyping an intuitive user interface tailored for different user roles, including affiliates, clients, and administrators. During the development phase, we implemented cutting-edge technologies, ensuring seamless integration with existing systems. Upon deployment, we provided thorough training to all users and offered continuous support and maintenance to ensure the CRM system remained efficient and up-to-date. This approach ensured that the CRM solution not only met their immediate requirements but also supported their long-term objectives in managing ERC claims effectively.

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Tech Stack

js
tech
mongodb
next-js
aws
node
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Frontend:
Next.Js
Backend:
Node.js, Express.js
Server Communication:
GraphQL
Programming Language:
Javascript/Typescript
Cloud Service:
AWS S3 Bucket
Database:
MongoDB

Project Outcomes

We carried out the entire ERC APPROVE project, achieving success through precise execution. By seamlessly navigating the intricate processes involved, we successfully optimized our clients’ financial growth and enhanced overall affiliate management. The case study serves as a testament to our commitment to excellence in leveraging ERC opportunities and showcases our proficiency in delivering value-driven outcomes for our clientele.

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