01Constraint
Manual order tracking in spreadsheets
CRM · Sales OperationsElectronics Distribution Client · Electronics & Distribution · 2022
CRM for Electronics Distribution
Sales cycle cut by 40% with a purpose-built distribution CRM.
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The challenge
Complex constraints.Real-world pressure.
Before architecture and implementation, we mapped every operational blocker and business risk. These were the core constraints shaping the entire solution design.
4 critical challenges
02Constraint
Zero visibility across 8 branches
03Constraint
Sales team working completely blind
04Constraint
Margins eroded by process gaps
What we built
A system built for the problem, not off the shelf.
We built a purpose-built CRM designed around how electronics distributors actually operate — not a repurposed generic solution. The architecture centred on a real-time sync model so field reps had full functionality offline, with changes reconciling instantly on reconnection.
Deal cards were made stock-aware: the system surfaced live inventory levels at the point of creating an opportunity so reps could commit with confidence. Automated follow-up sequences triggered based on deal status and last-contact age, eliminating manual nudges.
Territory and dealer management was built into the data model from the ground up — not bolted on. Managers could slice performance by territory, dealer tier, or SKU family in seconds.
Capabilities delivered
Every feature with a reason.
01
Visual pipeline with deal stages
Drag-and-drop kanban board with custom stages per product line. Probability and weighted value calculated automatically.
02
Stock-aware opportunity cards
Live inventory integration surfaces available stock directly on deal cards — reps never promise what they can't deliver.
03
Territory & dealer management
Hierarchical territory mapping with dealer tier classification. Performance dashboards slice by region, tier, or rep.
04
Automated follow-up sequences
Rule-based sequences trigger SMS and in-app reminders. Escalation workflows notify managers when deals go cold.
05
Offline-first mobile app
Full PWA with background sync. Reps complete visits, update deals and log calls without connectivity.
06
Quota & leaderboard engine
Monthly and quarterly targets with live tracking. Optional anonymised leaderboard drives healthy competition.
Measured outcomes
Numbers that changed how they operate.
0%
Reduction in sales cycle
0×
Lead-to-close improvement
+0%
Deals closed per rep/month
0%
CRM adoption (within 60 days)
Your project
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