Project Overview

Every company would surely want to collect solid leads, achieve its goals, score more wins and keep all of their customers for long periods of time. To achieve that, a company needs a supportive tool such as a monitoring system which can lead you to increase productivity, save time, and build a great sales pipeline.

This system could provide a visual idea of how a lead is conversing with the company and help you to process the interactions of leads in the business smoothly. Having that system can also help your company to understand more about the effectiveness of a sales funnel.

The client is a global building material and aggregates company that is also one of Thailand's top building material company, which provides a complete end-to-end solution, from building materials supply to design and speedy, safe construction. They requested WGS to build an application to facilitate sales division in monitoring the achievement of sales targets and easily control the distributors, salesmen, and retailers. This system also facilitates the company to run a new sales program to support the sales division to achieve its goal.

There are 3 users who can use this system, they are:

1. Distributor
   This user can add and edit additional categorized information such as the warehouse address, contacts, system information, and audit trail.
2. Retailer
   These users can add and edit additional categorized information such as contact, system info, and audit trail.
3. Salesman
   This is an external user, they can not conduct self-registration and will receive the credential information by email once their account is created by the system.
    

We’d like to share some interesting features created in this application, as follows:

1. Dashboard
   When users have to log in, they can find these features, as follows:
   • Map
   • Table
   • Chart
   • Side navigation menu
   • Recent activities
      
2. Distributor page
   This page enables distributors to use some useful features and complete categorized data, such as:
   • Complete categorized data
   • Communication
   • Warehouse address
   • Contact
   • Retailer
   • Salesman
   • System info
   • Audit trail
      
3. Retailer page
   This page enables retailers to use some useful tabs with data, such as:
   • Communication
   • Contact
   • System info
   • Audit trail
      
4. Contact
   Every distributor and retailer can view the categorized contact information and profiles which can be seen at the top of the contact page, such as:
   • Communication information
   • Spouse information
   • Kid information (1 contact can have up to 3 kids)
   • Additional information
      
5. Salesman
   This is an external user with limited access, Salesman users can view the information below:
   • Store number
   • Name
   • Email
   • Phone
   • Targeted Sales Outreach (TSO)
      
6. Tier
   This is a program to display retailers’ achievement information which is stored in a database for a certain period of time, so the company can see their work performance based on their volume, share of wallet, payment, and product display.
    
7. Timeline
   This feature allows users to manage sale time based on a certain schedule and decide when to start the process, how to prepare the business, and when to start marketing to reach the prospective buyers.

 

Business Issue

The company needs to analyze the operation and performance, detect and alert any possible errors in the sales division to optimize the reach of prospective customers.

Business Solution

This application provides a system where a company can control and monitor business services and processes to increase productivity.

Lesson Learned

The company can get a proper & better understanding of their customer's interest and behavior, to hopefully provide a better service and improve their sales performance.

Benefits

With a customized system, better collaboration, and communication in handling all contact's data in one place enables the company to better their sales operational output.