PRUForce Leads Management

Overview

Leads Management is the next phase of the PRUForce Activity Management module, designed to enhance how Prudential agents handle and distribute prospects efficiently. This feature streamlines lead tracking, assignment, and follow-ups to improve conversion rates and sales performance.

Key Features

• 🎯 Leads Management – Organize, track, and nurture leads from initial contact to conversion.
• 🔀 Leads Distribution – Smartly assign leads to the right agents based on predefined criteria.
• 🚀 Performance Dashboard – Provides a clear overview of the agent’s progress, performance metrics, and key insights.

Challenges & solutions

Codebase refactoring

As the codebase grew, it became difficult to maintain and scale. The team had to refactor the codebase to improve maintainability and performance.

We refactored the codebase to use React hooks and make more components reusable. This allowed us to improve the codebase's maintainability and performance.

Performance optimization

The module suffers from slow initial load times and frequent re-renders.

We refactored the relevant sections to be loaded lazily, reducing the initial load times and improving performance.

My Contributions

• Developed the leads management front-end
• Refactored the codebase to use React hooks
• Enhance features from activity management module to adapt with leads management's needs
• Enhance the performance of the leads management module
• Integrating internal libraries
• Assisted bi-weekly deployments

Outcome

• Successfully implemented the leads management module, which later adopted by the higher regional app
• Refactored the codebase to improve maintainability and performance