A platform for a manufacturer and field sales representatives
After signing in, sales representatives could see their assigned customers, their details, commercial terms, order history and previous quotations.
They could update customer data, add new customers and prepare orders on their behalf. The customer received the prepared quotation, accepted it and could proceed directly through checkout and make payment.
The platform combined data from Salesforce CRM and a separate ERP responsible for financial and commercial terms. We designed the interface for mobile and tablet use because sales representatives also used it during customer visits.