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Development of a Mobile Field Sales Enablement Platform with Real-Time Data Synchronization
  1. case
  2. Development of a Mobile Field Sales Enablement Platform with Real-Time Data Synchronization

Development of a Mobile Field Sales Enablement Platform with Real-Time Data Synchronization

alliancetek.com
Retail

Identifying Challenges faced by Field Sales Teams in Accessing Accurate Data

The client’s on-field sales personnel struggle with accessing and updating accurate product information, pricing, and order data in real-time, leading to inefficiencies, lack of mobility, and potential sales loss. The existing manual or disconnected systems impede seamless information flow between the sales team and back-end systems.

About the Client

A mid-sized retail company with an active on-field sales force requiring real-time product and sales data access.

Goals for Enhancing Sales Efficiency and Data Accessibility

  • Implement a mobile application that provides sales personnel with real-time access to product details, pricing, and order information.
  • Enable bi-directional data synchronization to ensure up-to-date information on products, prices, and orders across devices and systems.
  • Enhance user experience through an improved, accessible interface for sales teams on mobile devices.
  • Ensure secure login and data management for both administrators and sales staff.
  • Integrate the application with existing product databases and order management systems via web services.

Core Functionalities for a Mobile Sales Support Application

  • Secure user authentication and role-based access control for customers and administrators.
  • Product catalog browsing with detailed views and download capabilities.
  • Order creation, submission, and download features for sales representatives.
  • Real-time data synchronization for product info, pricing, and orders across devices via web services.
  • Administrative interfaces for managing product data, prices, and order statuses.
  • Offline mode support with data synchronization upon reconnection.

Technology Stack Preferences and Architectural Approach

Mobile platform development for tablets (e.g., iPad or Android equivalents)
Web services for data integration and synchronization
Cloud-based backend infrastructure for scalability and accessibility
Secure authentication protocols

External Systems and Data Sources Integration Needs

  • Product information management systems
  • Pricing databases
  • Order processing and management systems
  • Web services for real-time data updates

Critical Non-Functional System Attributes

  • High performance with minimal latency for real-time data updates
  • Scalability to accommodate growing sales teams and data volume
  • Robust security measures to protect sensitive product and customer data
  • Reliable offline mode with synchronization capabilities
  • Usability with an intuitive interface suitable for field personnel

Expected Business Improvements and Benefits

The deployment of the mobile field sales application is anticipated to provide real-time access to accurate product and sales data, significantly improving on-field sales efficiency and responsiveness. Enhanced usability and data synchronization will reduce errors, increase sales opportunities, and streamline order processing, leading to higher revenue and better customer engagement.

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