Sales, Marketing & Customer Management (CRM)

The project requires a Salesforce solution that provides territory management, automated territory assignment, real-time data access, and reporting capabilities. The system should facilitate efficient territory planning, track sales performance, and ensure accurate commission calculations.

The system must enable users to manage HubSpot data (contacts, conversations, etc.) directly within the WhatsApp interface, allowing for saving conversations, updating contact details, and performing other CRM tasks without leaving WhatsApp.

The system should automate the entire lead management lifecycle, from initial lead capture to meeting scheduling, leveraging AI for personalization and engagement. It needs to integrate with existing CRM and scheduling tools.

The platform should allow sales representatives to engage with AI avatars, receive personalized feedback, and track their progress. Managers should have access to dashboards and reports to monitor team performance and identify training needs.

The system will automate trade promotion management processes, providing real-time visibility, streamlining planning, and optimizing budget allocation. It will integrate with existing data sources and offer advanced analytics for decision support.

The platform should provide lead capture, scoring, nurturing, and management capabilities, along with CRM functionality for customer data tracking and interaction history. It needs to support automation of marketing tasks and reporting on key performance indicators.

The system needs a comprehensive Sales & Operations Planning (S&OP) web application with advanced forecasting, data management, and reporting capabilities.

The system will provide a gamified sales platform accessible via Android and desktop applications, integrated with server-side infrastructure. It will feature a competitive leaderboard, performance tracking, reward management, and reporting capabilities.

The portal will provide a comprehensive platform for managing partner relationships, including event registration, campaign management, content access, and reporting. It will support role-based access control and workflow automation.

The platform needs to provide a modern and user-friendly website with robust lead capture capabilities, member management features, and content management.

The system should provide a centralized platform for managing vehicle sales, service requests, contract management, and reporting. It should include features for lead management, opportunity tracking, service scheduling, inventory management, and customer communication.