fidelity - Comprehensive CRM Solution

Comprehensive CRM Solution


Financial Consulting Company


The main goal for a client was to create an internal communication application – to capture/maintain the contacts and company information and build up a complete, referenced able and valuable directory for conducting effective business.
CoreValue implemented an IOS application built on Salesforce. Our team developed a connector for different social media that allows for retrieving the information for an individual person or the company in a unified manner. We implemented a system that stores global, business-unit-agnostic data generated by the client’s employees as an addition to the individual/company data retrieved from the social media.


Python, MSSQL, Oracle, Android, iOS, ETL, DW Django, Git, HTML, iOS, JavaScript, jQuery, Mobile, Python, Version Control, Web Development (Apollocareconnect)