Spiral Mantra Private Limited

With the increase in customer inquiries, the real estate agents were finding it hard to keep up with the increase in data and enquiries. 

The client wanted to implement an AI chatbot that would help in making selling and buying property more efficient and help ease load on operations.

Challenges:

The clients wanted to leverage technology by developing a new website and mobile app to increase its user base and customer experience.

A need for a platform that will automate day-to-day mundane tasks and allow users to book services without the need for any customer support executive was identified.

Our Solution

Spiral Mantra started the project with an extensive discovery of the project, identifying the key pain points and most important functionalities for the client. 

The solution proposed included an iOS and Android app and also a web portal that can be used by the customers to make bookings and manage their orders, as well as an admin panel where the client team can handle the operations from the backend.

The web portal and mobile app were developed to help customers get quotes and book pallet services. The customer gets to enter the collection and delivery location and date, select pallet space, type of service, and other optional services. The customer can track their shipment through this portal as well.

Results

The client and his customers continue to enjoy automated operations with features like

Admin Panel

• Edit, Add, Del - Pallet size, weight, cost 
• Dashboard 
• Customer Queries 
• Delivery type 
• Delivery Status 
• Current Bookings
• Booking completed
• Notification

Customer App

• Quote for services
• Truckload services 
• Select the Service Options screen
• Manage Delivery  
• Order Review and Payment screen 
• Customer help screen (Chatbot AI) 
• Track Deliveries screen

Challenge

The client was seeking an absolute solution to maintain a consistent workout routine on the device and wanted to develop a wearable mobile app that would be compatible to work on both iOS and Android users. Apart from this, he is also looking forward to introducing a calendar to schedule workout regimes to ease his user's life. Additionally, he wanted to have the application with multiple features, including;

• Custom dashboard for progress insight visualization
• Daily workout plan for user goal specified
• Blood oxygen count with daily sleep monitoring
• Daily step counter feature for maximum calorie burn, and more.

Solution

To address these challenges, the Spiral Mantra team has developed a comprehensive strategy for the fitness wearable app that involves technologies like Flutter, API integration, and leading machine learning modules for flawless navigation. The team of app developers has submitted the profile before closing the timeline and handing over a fully functional fitness wearable app that works seamlessly for both Android and iOS devices. 

Results

The Spiral Mantra team played a pivotal role in fulfilling the Flutter app development request for a wearable mobile app accessible to run seamlessly on Android and iOS devices. With effective use of the technology stack, including Python, machine learning, Figma, APIs, and Flutter, the team ensured to offer a robust and scalable solution by fulfilling all client demands with additional requirements like;

• Easy to access user profile
• Inclusive features to set goals and workout routine
• A reward system to motivate users by earning points and badges

Developing the Flutter app not only helps clients boost their monthly users but also adheres to streamline overall productivity, allowing the client to stay focused on their core business functions. 

Project Overview

The client demand planning team uses an in-house stat model (secondary sales forecasts, i.e., distributor to retailer for the future 3 to 5 months), which then undergoes the S&OP process with the CMM & TMM team to land at a consensus forecast. This is then used to create a distribution and production plan, which drives improved availability and inventory reduction. Currently, the state forecast generates a point estimate for a few sets of models like classical time series, random forest, prophet, etc., and the best of the lot is selected.  Also, the input drives for consumer and trade offers are just flags of whether the offer is running. The SC team wants to understand the sensitivity of all the drivers; for example, how will the demand vary if we increase our consumer offer from Rs 5 off to Rs 10 off, etc.? Additionally, as the sales team always has an aspirational number vs. the forecasted demand leading to high inventory in the system, we need a solution that can estimate a range (lower and upper limit at specific confidence level) so that during the S&OP process we can push the sales team, leading to reduced inventory, and experience better accuracy with the ranges.

 Solution Proposed

1.     Creating a dynamic forecast engine tool that can create forecasts at multiple granularities (brand or parent SKU, depot or national level, and combinations of these) and ensemble/stack multiple models to forecast the best possible point estimate.

2.     Creating a sensitivity/simulation module in the tool to dynamically update the demand

basis new quantified drivers and understand the impact of changes in these drivers.

3.     Creating a range-based forecast tool that can forecast ranges for a specified confidence interval. Also, the range forecast should tie back to the point forecast.

A private equity real estate firm sought to enhance their data processing capabilities to improve investment decision-making. The company's existing system struggled to efficiently handle large volumes of real estate market data, particularly concerning geographic information processing.

Challenges:

• Processing time for large datasets extended to days rather than hours, creating significant delays in analysis and decision-making
• Complex geographic data processing requirements strained existing infrastructure
• Current system architecture lacked scalability for future growth
• Market analysts faced difficulties accessing and utilizing managed information effectively

Solution:

The team implemented a modern data processing architecture featuring:

• Cloud-based distributed computing system to handle large-scale data processing
• Advanced geospatial data processing capabilities
• Scalable database infrastructure with optimization for real estate metrics
• User-friendly analytics dashboard for market analysts

Results:

The new solution delivered significant improvements:

• Data processing time reduced from days to hours—an 80% improvement
• Geographic data analysis capabilities enhanced by 60%
• System scalability increased to handle 5x current data volume
• Analysts now access real-time market insights through intuitive interface
• Investment decision-making accelerated by 40%
• Return on investment achieved within first year through improved decision-making efficiency

This case study demonstrates how modernizing data infrastructure can dramatically improve operational efficiency and decision-making capabilities in real estate investment.

Client: Our client, a leading provider of online business process optimization, was focused on improving customer engagement on its digital payment processing platform through effective and efficient case management.

Challenge: The client approached Spiral Mantra with a need to streamline digital interactions and provide real-time assistance to customers by implementing Einstein Chatbot.

Solution: After initial training, we built a solution integrating Salesforce Einstein Chatbot to enhance real-time engagement and omni-channel support.

Results: The company has seen the following results within a few weeks:

• Increased user engagement through faster responses 

• Improved omnichannel assistance through chatbot integration

• Reduced manual data entry by automatically creating contacts

• Faster turnaround times and better customer experience

About Client

Our client is a leading consulting firm in the United States that helps startups optimize online business processes and develop integrated technologies. The client has been in this business for more than 10 years and approached us to enable a chatbot on their digital payment processing platform, so they could engage with customers in real-time while providing support and information.

Challenges

When processing digital transactions, the client needs to provide real-time support to their customers but faces the following challenges:

• Inefficient support ticket management and case communication: The client struggled to manage support tickets and case information in their Salesforce organization.

• Manually creating case contacts: Contacts from the Email-to-Case feature in Salesforce had to be created manually, which was time-consuming and labor-intensive.

• Lack of real-time interaction with users: The client could not provide real-time interaction to users seeking aid on its website.

• Inefficient multiple-channel support: Providing effective support across multiple channels such as Facebook and WhatsApp was a challenge.

Solutions provided by the Spiral Mantra team

When asked to simplify customer aid operations and incorporate chatbots to increase user engagement, the developers at Spiral Mantra stepped in to meet this challenge and provide a comprehensive solution that included the integration of Einstein Chatbot.

• To deploy a Salesforce Einstein chatbot: Develop and deploy a chatbot on a client’s payment platform using Apex code and automation for quick responses and user interactions.

• Integrated multi-channel support: Create a Facebook messaging channel and integrate the chatbot in a sandbox environment to support this popular platform.

• Automatically create contacts: Configure automated tasks in Salesforce to automatically create contacts based on cases created by the “Email to Case” action, reducing manual data entry.

• Improve case management: A new custom type picklist value “Notion” has been added to the case object for better case classification and management.

Final Outcomes

Spiral Mantra implemented a Salesforce development solution and customizations to seamlessly integrate Salesforce Einstein Chatbot on the client’s website.

Key Points

• 60% increase in website engagement

• 82% increase in customer response time

• 40% decrease in bounce rate

In FinTech, customer support is essential to maintaining customer loyalty and trust. Increased engagement and faster decision-making have a direct impact on customer satisfaction and retention, driving business success.

Challenges Faced by Client

The stock exchange company encountered several critical challenges in managing its customer relationships and communications, a few of them as follows:

Data Management Complexity

• Inconsistent synchronization between Account and Contact records in Salesforce

• Duplicate records create confusion and reduce operational efficiency

• Lack of standard data entry protocols leading to information gaps

Email Communication Issues

• There is no preview functionality for outbound emails, increasing the risk of errors.

• Manual email composition for each recipient, consuming significant time

• Inability to personalize mass communications effectively

• Difficulty in tracking successful delivery status and engagement metrics

Process Inefficiencies

• Time-consuming manual email creation for different stakeholder groups

• Lack of standardized signature templates across departments

• No systematic way to track communication success rates

• Limited ability to scale communication efforts during market events

Solutions Offered by Spiral Mantra

Our team implemented a comprehensive solution package to address these challenges:

Data Management Enhancement

• Developed custom automation rules for Account-Contact synchronization

• Implemented duplicate detection and merging protocols

• Created validation rules to ensure data quality at the entry

Email Management System

• Integrated advanced email preview functionality with real-time rendering

• Developed custom templates with dynamic merge fields

• Implemented bulk email capability with personalized salutations

• Created a centralized signature management system

Communication Tracking System

• Built custom dashboards for email tracking and analytics

• Implemented automated bounce handling and failure notifications

• Developed reporting tools for communication effectiveness

Final Results/Outcomes

The implementation delivered significant improvements across multiple areas:

Operational Efficiency:

• 75% reduction in time spent on email composition and sending

• 90% decrease in data synchronization issues

• 100% elimination of duplicate record creation

Communication Quality:

• 99.8% email delivery success rate

• 40% increase in email open rates

• 60% reduction in email formatting errors

Business Impact:

• Enhanced stakeholder satisfaction scores by 45%

• Improved response time to market communications by 65%

• Reduced manual data entry time by 80%

The solution transformed the client's communication infrastructure, enabling them to manage stakeholder relationships more effectively while maintaining the highest standards of professionalism and accuracy. The automated systems and streamlined processes have positioned the stock exchange for continued growth and improved stakeholder engagement in the future.