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iPad-Based Sales Estimation and Contract Management Application for Window Installation
  1. case
  2. iPad-Based Sales Estimation and Contract Management Application for Window Installation

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iPad-Based Sales Estimation and Contract Management Application for Window Installation

simpalm.com
Construction

Challenge

Window Nations' sales representatives currently rely on manual estimation processes using paper and calculators, which are time-consuming, prone to errors, and inefficient for managing customer requirements and generating quotes. This limits sales productivity and potentially impacts customer satisfaction.

About the Client

Window Nations is the largest window installation company in the DMV area, providing residential and commercial window, siding, and door installation services. They are focused on providing high-quality installations and exceptional customer service.

Objectives

  • Reduce sales estimation time by 50%
  • Improve accuracy of cost estimates
  • Enhance sales representative efficiency
  • Streamline the contract finalization process
  • Improve customer experience through faster and more accurate quotes

Functional Requirements

  • Customer and appointment lookup with CRM synchronization
  • Project setup and customization with pricing estimation
  • Camera integration for capturing site conditions
  • Contract generation and electronic signature capture
  • Change order/repair request generation

Technology Stack

iOS SDK
Objective-C
Backendless
Salesforce
Swift
PHP
Laravel
MySQL
HTML5
Xcode

Integrations

  • Salesforce CRM

Non-Functional Requirements

  • High performance on iPad devices
  • Secure data storage and transmission
  • Scalable architecture to support future growth
  • User-friendly interface for easy adoption by sales representatives

Expected Business Impact

This application is expected to significantly improve sales efficiency, reduce estimation errors, accelerate the sales cycle, and enhance customer satisfaction, ultimately leading to increased revenue and improved profitability for Window Nations.

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