Desarrollo de una plataforma web de gestión y seguimiento de prospectos en la prestación de servicios de capacitación

Abstract

The decentralization of information combined with undefined workflows, leads to rework, duplicated data, and delays in converting prospects into clients for any business. This project focuses on the implementation of a lightweight web platform inspired by a CRM, tailored for small and medium-sized enterprises (PYMES, in spanish) in Guayaquil, specifically those that offer academic programs. The tool was designed based on functional and non-functional requirements gathered through interviews and user stories in collaboration with ESPAE. A microservice-based architecture was proposed, enabling seamless integration with external platforms such as Brevo, WordPress, and Meta for efficient prospect acquisition. Additionally, the platform centralized the management of educational campaigns promotion. User testing resulted in a satisfaction score of 4.5 out of 5 and a task success rate of 95%. Ultimately, a user-friendly, intuitive, and centralized platform for prospect management was successfully designed, implemented, and tested. Keywords: CRM, PYME, academic programs, prospects, prospections.