Enterprise Sales Platform Optimization for Construction Sector

The client operates a legacy CRM system that poorly integrates with internal pricing systems, limiting sales team effectiveness and visibility into key performance indicators. The system is underutilized, mainly used for reporting, with inadequate customization and automation features, leading to inefficient client assignment, manual notifications, data duplication, and restricted KPI monitoring across regional sales teams.

A large multinational construction supplies and distribution company with extensive regional sales operations seeking to enhance sales efficiency, data visibility, and automation within their CRM system.

• Increase CRM system adoption and usage among sales departments by 30%.
• Enhance real-time visibility into sales KPIs and regional sales performance metrics.
• Automate client assignment, appointment notifications, and outreach processes to improve efficiency.
• Eliminate data duplication and improve synchronization between CRM and internal pricing systems.
• Implement role-specific dashboards and reporting for sales reps, managers, and regional teams.
• Expand system capabilities to support sending invitations to external contacts without overloading the internal user base.

• Automated client assignment to territories based on predefined rules.
• Configurable automatic notifications triggered by appointment or activity changes.
• Support for sending invitations to contacts outside the CRM database through temporary contact management.
• Data synchronization and deduplication mechanisms to unify client records across systems.
• Role-specific dashboards with real-time KPI charts, including visit counts, scheduled activities, opportunity stages, and regional performance metrics.
• Mapping and visualization of client locations and sales territories on geospatial maps for territory management.

• Internal pricing and data systems for synchronization
• External communication tools for appointment notifications and invitations
• Geospatial mapping services for territory visualization

• System scalability to handle increased user activity and data volume over time.
• High availability providing 99.9% uptime for critical sales operations.
• Data security complying with industry standards for customer and internal data.
• Performance metrics ensuring report updates are reflected in real-time with minimal latency.

The project aims to significantly improve sales team engagement with the CRM system, increasing usage by approximately 30%, expanding scheduled activities from 35,000 to over 45,000 annually, and boosting opportunity generation by 50%. Enhanced visibility and automation are expected to lead to faster deal closures, better regional performance monitoring, and overall increased sales efficiency within the construction sales environment.