Case Study

Sales365cloud - Sales management software

sales365cloud

The customer supports end-to-end administration and management of the retail supply chain which includes product manufacturers and their executives, distributors and their executives, field sales representatives, and the customers who place orders. They were using a web-based portal to handle field sales and field services.

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Objective

Sales management software intended to develop a market-place for sales industry where they will easily manage sales leads and documents. They can easily increase sales leads, increased team collaboration, better client relationships, safeguarding business, automation of every day task, increase efficiency and Profitability, invoicing and quoting is more streamlined, better internal communication, CRM gives a professional image to your business and also optimize marketing.

challenge

Synopsis

It’s the most obvious reason for adopting CRM strategies. The best CRM software allows you to follow quality leads and reduce time wastage following prospects. Sales cycles are reduced and win rates improved. Moreover, you can check customer buying histories to identify potential leads, upsell opportunities or repeat customers.

Information is at your fingertips. It would be transparent and highly visible to you can see at a glance, how your business is going.

Challenges

  • Manage two-way data synchronization between mobile application and server to work in offline mode.
  • Understanding the requirements
  • Continuous change in requirements

Approach

  • Understanding and Implementation of complex database structure to fulfill the client requirements

Features

Web and Mobile Application

  • Registration
  • Log In
  • Forgot Password
  • Change Password
  • Manage Profile
  • Back Office Management
    • Employee management
    • Expense management
    • Asset management
      • Asset type
      • Asset
      • Asset Handover
    • Product management
    • Accessories management
    • Subcategory management
    • Category management
    • Supplier management
    • Grade management
    • Opportunity Analysis
    • Opportunity Reason
    • Complaint Type management
      • Complaint Type
      • Complaint Type Detail
  • Front Office Management
    • Lead management
    • Opportunity management
      • Analysis
      • Proposal
      • Negotiation
      • Closed
    • Company management
      • Company Information
      • Contact Person Information
      • Address Information
    • Account management
      • Account Information
      • Billing Information
      • Shipping Information
      • Statutory Information
    • Contact management
      • Contact Person information
      • Address Information
    • Work Order management
    • Installation management
    • AMC management
    • Complaint management
    • Expense management
    • Leave Request management
    • Leave Request Company off management

The Result of Our Work

  • Robust and having a user friendly UI
  • Quick search to search any lead from more than 100+ leads.
results

Time Line

  • Phase I – 6 Month
  • Phase II – 4 Month

Research

  • Performance Improvement and functionality of maintaining the application in the background with monitoring customer calls at idle mode.

Technology Used

Android Application

  • Material Design
  • Google Maps APIs
  • Firebase for Push Notifications
  • Fabric API for Crash Report and Analytic
  • FTP library to upload image on FTP Server
  • SOAP Web Services

Web Application

  • SQL Server 2008
  • Metronic Theme

Vertical Industry

  • CRM Industry
  • Sales Industry

Target Audience

  • Mainly targeted who use sales service.
  • Mainly those peoples who used Customer Relationship management services.

Conclusion

After facing lots of challenges and hurdles during the execution and development, we provide the solution in the form of android & web application by considering all the real-time issues and user requirements.

Acknowledgment

We had successfully completed the project in timely manner by considering all the user requirements and therefore got appreciation from client on successful closure of the project.