An app that helps sales reps in their daily work with customers.
Table of Contents
Field sales team used to work with very "old fashioned tools":
❌ No dynamic access to product data: we only had paper or PDF based catalogs
❌ No dynamic access to customer data and history: sales prices evolution, product consumption, etc.
❌ Fragmented data and necessisty to prepare everything manualy before visiting thez customer
❌ Limited flexibility for in-meeting efficiency
❌ Unexpected opportunities difficult to handler efficienty
What about SAP?
✔️ Powerful but uneasy to handle: not user-friendly
✔️ Very well made for ERP and financial planning and control
❌ Fantastic for office based people BUT not for all field sales oriented
❌ Very expensive licenses: no access to fiel sales guys
❌ Everything must be prepared by the back-office before and managed with back-office afterwards
Conclusion
👉 We started to feel the need for a modern tool to increase field sales efficiency.
🚀 Improve field sales time to market & dynamic efficiency!
We wanted to have a flexible and user-friendly IT tool providing:
- A complete catalog with all informations about each product
- A following-up of customer with sales historical data
- The creation and management of prices offers diretly at customer's premises
- The creation of retail store shelves layout with our products and relevant offer
- Secured, fast and dynamic access everywhere
We started to developp a flexible and user-friendly tool, based on what the people on the field wanted.
We first developped an EXCEL based solution, but we faced:
👎 A lack of flexibility and maintainability 😱
👎 Difficulties to adapt on differents devices and softwares versions 😬
👎 Limited to computer (excluding smartphones and tablets 📵)
Then we moved to a Web app
- Flexible, easy to maintain and to enhance
- Accessible from every devices: 🖥️💻 computers, 📱 mobile devices
- Access from everywhere with secure authentification
- Dynamic access to data and modern field sales tool
- PHP was used to build the application
- The interface is coded in HTML and styled in CSS
- Datas are hosted on a MySQL database
- JavaScript and the JQuery library ensure the dynamic interaction
- The whole app is currently localy hosted on Osborn French server
- Brief overview of the new field team sales tool: The app is pleasant and simple to use, complete. It will really help our commercial team on the field to convince the client that Osborn is the best choice.
- Friendly and easy to use with explicit graphic user interface
- Developped and tested by the team on a localhost
- Tested on a remote serve (OVH) with dummy datas
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| Login With secured connection requiring login & password. |
Home With last news (products, promotion, etc.). |
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| PDF Catalogs Here you can use filters to find the catalog you need, and download it. |
Products by category All fields are clickable so you can display the products of each category. |
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| When a category is selected, you have access to all the products in it... | ... and then you can filter by the dimensions you want (diameter, thickness, material, etc.). |
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| For each product you can find the detailed information... | ... and also information about the sales for this product. |
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| Product Specific product range of standard and on-demand possibilities. | Product data sheet giving all necessary information to the customer for a safe and efficient use. |
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| On the customer page, you can see all information (address, sales, offers you made for him). | You also have the list of all the items he ordered. Based on this, you can easily make a new price offers for the next year. |
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| Like on an merchant site, you can easily add products to you offer with special price or usual discount... | ...and you can send to the custormer in PDF & Excel format. |
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| You also can create a retail store layout with our product, with a fully functional page where you add, place and organize the products... | ... and then get nice PDF presentation and the offer. |
Antoine Bollinger - LinkedIn - abollinger@osborn-unipol.fr