The challenge
The distributor sells a large catalog through resellers and also provides after-sales service. Sales, service, finance and logistics relied on different systems, and price lists changed constantly.
Our solution
On the sales side we built sales targets, pricebooks and promotional price lists, opportunity configuration, partner deal registration, quotes, orders and billing schedules.
A B2B ordering portal lets resellers browse products, see promotions, upload orders and check out.
For after-sales, the platform manages service requests, repair cases and spare parts with automated customer reminders. Integrations with back-office and logistics systems keep customers, items and orders in sync, and an ETL process automates price-list updates.
What we delivered
- Sales targets, promotional price lists and pricebooks
- Opportunity configuration, deal registration, quotes and orders
- B2B reseller ordering portal
- Service and repair case management with reminders
- Back-office and logistics integrations
- Automated price-list updates
The impact
- Sales, service and finance working from the same customer data
- Resellers ordering online instead of by email and phone
- Price lists kept current without manual imports