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success story

Enabling agility in sales processes and dealer engagement

Mobile applications for field sales and dealers, integrated with Salesforce and SAP

Our client's existing process for driving field sales and managing dealer relationships was manual and paper-based. The sales officers faced challenges in planning and performing visits and organizing their tasks. Simultaneously, the dealers also lacked tools that could enable them to create and track orders, make payments, raise complaints, track sales performance, and other activities. The current dealer process had an over-dependence on sales offices and officers. The operations involved paper-based workflows, resulting in delayed order creation and processing, leading to a below-par dealer experience. Due to the limited process visibility to the dealers, they were reliant on calls and emails to track orders, complaints, and other tasks. The client envisioned developing mobility solutions for dealers and field sales officers to aid them in their operations, provide easy access to information and facilitate seamless collaboration between dealers and sales network.

We developed mobile applications for field sales officers and dealers. The mobile applications are integrated with Salesforce, SAP, and multiple third-party applications for payments, order tracking, loyalty programs, SMS notifications, and more. The application for field sales officers provides them with customer information, market information, and data analytics. It also allows sales officers to plan their field visits, take digital notes during visits, and service customers with order and complaint management. Similarly, the dealer application enables dealers with seamless order placement and management experience throughout the order lifecycle. It allows dealers to make secured digital payments, check ledger for outstanding amounts, check and redeem loyalty points, view and download financial statements, and more. Our solution also provides dealers access to contractual and marketing assets, including product catalog, pricing sheet, offers, discounts, terms and conditions documents, and others. It empowers dealers with a 360° view of the business by tracking their sales and sub-dealers performance.


Our solution aims to improve the collaboration between sales and dealer networks by enabling process agility, automation, and enhanced information accessibility. The sales application enhances the performance of sales officers by supporting them in performing their work routines and customer meetings even in locations with limited network connectivity through offline-mode support. The capability of performing backend analytics on the recorded customer visit data provides valuable insights about customers. The complaint management feature of the solution enhances service quality by expedited redressal and management of dealer complaints. The dealer application enhanced dealers' productivity and operational efficiency by enabling easy order creation, simplified order tracking, digital payments facility, SMS notifications, and more. It allows the dealers to manage their accounts effectively by providing information about their credit limits, outstanding amounts, and loyalty points. The request and complaint management module improves dealer service and satisfaction by enabling faster issue redressal. The dealers can also effectively manage their performance with the help of the performance dashboard.