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Smart Sales Enablement Platform Development
  1. case
  2. Smart Sales Enablement Platform Development

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Smart Sales Enablement Platform Development

simform.com
Business services
Financial services

Key Business Challenges

Sales teams struggled with fragmented content repositories across multiple platforms, inability to rapidly respond to unique client requests, and security risks from handling sensitive sales data at scale. Existing processes created delays in content retrieval and customization, reducing client conversion opportunities.

About the Client

Cloud-based sales enablement company specializing in improving sales execution and win rates through technology solutions

Strategic Project Goals

  • Enable 5x faster client conversion rates through instant content access
  • Eliminate marketing department bottlenecks in sales cycles
  • Expand market reach to financial services sectors
  • Establish platform as core product offering

Core Platform Capabilities

  • Native Android/iOS applications for on-the-go access
  • Real-time full-text search with metadata filtering
  • Self-service content customization tools
  • Secure document storage with AWS encryption
  • Salesforce CRM integration for client data synchronization

Technology Stack Requirements

AWS services
Android/iOS SDKs
Salesforce CRM API
Elasticsearch

System Integration Needs

  • Salesforce CRM
  • AWS S3 storage
  • Mobile device management systems

Operational Requirements

  • Enterprise-grade data encryption at rest/in transit
  • Support for 10,000+ concurrent users
  • Sub-second search response times
  • Automated content version control

Expected Business Outcomes

Platform implementation is projected to increase client conversion rates by 500% through instant content access, reduce sales cycle delays by 70% via self-service customization tools, and enable market expansion into financial services sectors while maintaining enterprise-level security compliance.

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