Global energy company · Sales operations
A sales operations console, in one place
Deals, approvals, territory mapping and reporting, brought together into a single console, with alerts for customers on expiring pricing so nothing slips.
4 → 1
workflows unified into one console
1
live source of truth for the whole sales team
The background
Sales teams were tracking deals, approvals, pricing and territories across separate tools and spreadsheets, with no single view of what needed attention today.
What we did
We brought it into one console: deals and approvals, territory mapping, reporting and a live activity feed, with automatic alerts for customers on expiring pricing so nothing slips through the cracks.
The outcome
- Deals, approvals, territory mapping and reporting unified in one console.
- Automatic alerts for customers on expiring pricing, so no deal slips.
- A single live view of the pipeline for the whole sales team.
- Available on web and mobile, from head office to the field.
Approach
Deals & approvalsTerritory mappingReportingExpiring-price alerts
Services
Custom application & operational platform
Timeline
Web and mobile