Years in Business
Projects Delivered
Enterprise Clients
Countries Served
Business Goals
The client wanted to equip its sales team with a reliable, mobile-enabled CRM platform that reduced administrative work and enabled more productive dealer interactions. The objective was to -
- Improve customer satisfaction by enabling faster and more informed dealer support.
- Increase productive dealer engagement and strengthen sales-team market presence.
- Reduce errors and delays in SAP-based order placement and processing.
- Provide sales representatives with real-time access to dealer, order, stock, and outstanding information.
Business Challenges
Sales representatives were spending a significant portion of their working hours on operational tasks such as tracking orders, checking order history, reviewing customer outstanding amounts, and responding to status inquiries. This reduced the time available for dealer visits, relationship building, and sales planning.
Order placement through the existing SAP process involved manual effort and lacked a convenient field-sales interface. This increased the possibility of errors in material selection, quantity entry, and order processing.
The sales team did not have immediate access to critical dealer data, including stock availability, order status, account ledger, outstanding payments, sales trends, and material demand. This made it difficult to respond quickly and make informed decisions during dealer interactions.
A shift from traditional processes to a digital CRM platform required the sales team to adapt to new workflows. The solution needed to be simple, intuitive, and practical enough to encourage consistent usage.
The client faced challenges in ensuring that dealer and retailer visits were conducted regularly and genuinely. There was limited visibility into the actual location and duration of field visits, making it difficult to measure productive customer engagement.
Technical Solutions
SPEC India developed a custom CRM solution to streamline sales operations. It provided real-time SAP data, simplified tablet-based order placement, and enabled GPS-based dealer visit tracking. Moreover we also didi the below mentioned things.
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Customer Touch Time Monitoring
The solution introduced a unique concept called Customer Touch Time to measure the actual productive time spent by sales representatives during dealer and retailer visits. This helped the client monitor meaningful customer engagement and encourage stronger field-sales performance.
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SAP Integration for Real-Time Data Access
The CRM platform was integrated with SAP through the SAP-PI data exchange interface. This enabled sales representatives to access accurate and up-to-date information related to dealer orders, account ledgers, outstanding amounts, stock availability, sales trends, and material demand.
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Tablet-Based Order Placement
The solution enabled sales representatives to place orders directly through tablets. Users could select the appropriate material codes, quantities, and indicative prices, making the order placement process faster, more accurate, and more convenient.
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Offline Data Storage and Synchronization
To ensure uninterrupted operations in areas with limited or no internet connectivity, the CRM application included offline data storage capabilities. Transactions completed in offline mode were securely stored on the device and synchronized sequentially once connectivity was restored.
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GPS-Based Dealer Visit Validation
The development team mapped dealer GPS coordinates and implemented location-based validation. Sales representatives could initiate a dealer visit only when they were within the defined vicinity of the dealer’s actual location, ensuring genuine and verifiable field visits.
Project Glimpse
Key Features
Customer Touch Time Tracking
Dealer and Retailer Visit Management
GPS-Based Visit Validation
Real-Time Order Status Tracking
Tablet-Based Order Placement
Material Code and Quantity Selection
Indicative Price Management
Dealer Account Ledger Access
Outstanding Payment Tracking
Stock Availability Monitoring
Sales Trend Analysis
Material Demand Insights
Offline Data Storage
Automatic Data Synchronization
Cross-platform App Support
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01.
Improved Customer Satisfaction
Sales representatives gained quick access to dealer-related information and could respond to customer queries more efficiently. This improved the quality of dealer interactions and contributed to a better customer satisfaction experience.
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02.
Higher Sales-Team Productivity
By reducing time spent on administrative and peripheral tasks, the CRM solution enabled sales representatives to focus more on dealer visits, relationship building, sales planning, and target achievement.
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03.
Faster and More Accurate Order Processing
The tablet-based order placement feature, combined with SAP integration, streamlined the complete order lifecycle. It reduced manual errors and enabled efficient order placement, approval, and processing.
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04.
Better Field Visibility and Decision-Making
Real-time access to dealer order status, outstanding payments, stock levels, sales trends, and demand insights empowered the sales team to make better decisions during customer interactions. GPS-based tracking also improved visibility into dealer visit execution and field-sales performance.