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Digital Platform Development for Industrial Sales and Service Management

wezom

Manufacturing

Information technology

Challenges in Sales and Service Operations

The client faced inefficiencies due to manual sales accounting relying on independent distributors. This resulted in time-consuming processes and a lack of standardized data. Additionally, there was a need for improved employee training, automated data capture, project management capabilities, and a platform for aftermarket service package sales. The existing lack of digital management models further exacerbated these issues.

About the Client

A regional representative of a Western industrial equipment manufacturer, focusing on sales and service within Ukraine, now expanding to international markets.

Project Goals

Develop a unified CRM system to manage sales stages from initial contact to shipment.
Automate and accelerate the employee training process.
Implement automated data capture to eliminate manual spreadsheet entry.
Create a project management system with admin and mobile application components.
Develop a platform for distributors to create and sell aftermarket service packages.

System Functionality

Sales Funnel Management
Distributor Management
Service Request Management
Equipment Database Management
Automated Reporting and Analytics
Mobile Application for Field Engineers
Training Management Module
Aftermarket Service Package Creation & Sales

Technology Stack

CRM System (Backend)

Flutter (Mobile App Development)

API Integration (for data exchange between modules)

Database (for storing equipment data, sales data, service data)

External System Integrations

Potential integration with existing ERP systems (future phase)
Integration with accounting software (future phase)

Non-Functional Requirements

Scalability to accommodate future growth
High performance and responsiveness
Data security and privacy
User-friendly interface (Modern UX)
Accessibility across multiple devices

Expected Business Impact

This project is expected to significantly improve operational efficiency, reduce administrative overhead, enhance data accuracy, improve customer service, and enable expansion into new international markets. The client anticipates increased sales, improved distributor relationships, and enhanced overall business transparency.