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Development of a Secure, Scalable Web-Based Sales Training and Deal Tracking Application
  1. case
  2. Development of a Secure, Scalable Web-Based Sales Training and Deal Tracking Application

Development of a Secure, Scalable Web-Based Sales Training and Deal Tracking Application

appitventures.com
Business services
Finance
Legal

Identifying the Need for a Secure, Interactive Sales Enablement Platform

The client faces challenges in safeguarding their proprietary sales training content while providing clients with remote, immediate access to essential sales methodologies. Existing tools do not offer real-time deal tracking or analytics, limiting the ability to monitor deal progress and optimize negotiation strategies, which impacts deal sizes and profit margins.

About the Client

A mid to large-sized consulting firm specializing in sales training and negotiation strategies, seeking to enhance their training impact with digital tools to improve deal outcomes and protect intellectual property.

Key Goals for Improving Sales Performance and Data Security

  • Create a secure, scalable web-based platform to host proprietary sales training content accessible remotely by clients.
  • Enable real-time deal tracking and monitoring to facilitate better decision-making during negotiations.
  • Allow clients and sales teams to analyze deal factors and performance data to improve deal sizes and profit margins.
  • Achieve measurable improvements in deal outcomes, targeting a significant increase in deal value and profitability.
  • Ensure platform security to protect client intellectual property and sensitive deal data.

Core Functional Features for Advanced Deal and Content Management

  • Secure user authentication and role-based access control to protect intellectual property.
  • Content management system for hosting, updating, and distributing proprietary training materials.
  • Real-time data collection and visualization dashboards for monitoring ongoing deals and key deal metrics.
  • Tools for evaluating concessions, boundaries, and negotiation impact integrated within the platform.
  • Analytics modules to track deal size, profit margins, and strategic concessions over time.
  • Mobile-responsive design to facilitate remote access and usability across devices.
  • Notification and alert systems for deal milestones or issues requiring attention.

Preferred Technologies and Architectural Approach

Angular
Node.js
MySQL

Essential Integrations for Enhanced Functionality

  • External authentication providers for secure login
  • Data analytics and visualization tools
  • Enterprise content management systems
  • Possible integration with CRM or deal management systems for seamless data sharing

Non-Functional Requirements for Performance and Security

  • Platform must support high concurrency and real-time data updates with minimal latency.
  • Data security and privacy standards compliant with industry best practices.
  • System availability of 99.9% uptime to ensure continuous client access.
  • Scalable architecture to handle increasing user base and data volume.

Projected Business Impact and Outcomes of the New Platform

The implementation of this sales training and deal tracking platform is expected to result in substantial financial improvements, including up to a 200% increase in deal value and significant profit margin enhancements. By providing real-time analytics and secure access, clients can make more informed negotiation decisions, leading to larger deals and optimized outcomes, ultimately boosting profitability and client satisfaction.

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