Global energy company · Sales operations
A sales operations console, in one place
Deals, approvals, pricing and territories were tracked across separate tools and spreadsheets, so no one had one view of what needed attention. We brought those four workflows into a single console, with alerts for customers on expiring pricing. The sales team now works from one live source of truth, and expiring pricing is flagged in time to act on it.
4 → 1
workflows unified into one console
1
live source of truth for the whole sales team
The operational challenge
Sales teams tracked deals, approvals, pricing and territories across separate tools and spreadsheets. Without one live view, it was harder to see what needed attention and act in time.
What changed
We built one console for deals and approvals, territory mapping, reporting and a live activity feed. Automatic alerts flag customers on expiring pricing, helping the team act before an opportunity slips through the cracks.
The outcome
- Deals, approvals, territory mapping and reporting unified in one console.
- Automatic alerts for customers on expiring pricing, helping the team act before pricing expires.
- A single live view of the pipeline for the whole sales team.
- Available on web and mobile, from head office to the field.
Approach
Services
Custom application & operational platform
Timeline
Web and mobile