Sales Management System
A centralized, role-driven sales and operations platform built for large-scale TMT steel distribution, delivering deep field visibility and execution control.
Partnership Goal
→ Design a custom sales management system that replaces fragmented tracking, manual reporting, and generic CRMs with a single source of truth for field sales, dealers, warehouses, and leadership.
Service
Custom Web Application
Overview
Sales Management System is a custom-built platform designed for a multi-branch TMT steel bars and sheets business operating across districts with warehouses and large field sales teams. Conventional CRMs could not support the industry-specific workflows, hierarchical controls, and volume-based opportunity tracking required by the business.
The platform unifies sales visits, enquiries, opportunity sizing, orders, dispatch workflows, expenses, attendance, and performance analytics into a single, controlled system, providing management with complete operational visibility.
Scope:
Challenge
Client's business spans multiple districts, warehouses, and field teams with a complex reporting structure. Generic CRMs failed to reflect how steel sales actually operate on the ground, particularly around visit-driven opportunity creation, volume-based classification, and branch-level control.
No system aligned with TMT steel sales workflows
Lack of visibility across regions, clusters, and territories
Manual tracking of visits, enquiries, and opportunities
No structured way to link visits to opportunity volume
Difficulty monitoring field productivity and attendance
Inconsistent order approvals and dispatch coordination
Limited insight into branch-wise and role-wise performance
Solution
We designed a purpose-built sales management system tailored to the steel distribution business. The platform mirrors Client's real-world organizational hierarchy, captures every field interaction, and converts visits into measurable, volume-based sales opportunities.
• Hierarchical role structure from management to territory in charge • Branch-level data segregation with centralized leadership visibility • Daily visit logging with visit-type classification • Opportunity capture based on site type, construction stage, and estimated steel requirement • Volume-based opportunity categorization: - Low: 0–4.99 MT - Medium: 5–9.99 MT - High: 10+ MT • Enquiry intent classification as hot, warm, or cold • Conversion tracking from visit → enquiry → order • Order management with approval logic based on payment and criteria • Dispatch workflows with material-specific shipping instructions • Expense management with multi-level approvals • Unified dashboards for performance, attendance, and productivity
Process
Team
- 1 Product Manager
- 2 Senior Full-Stack Developers
- 1 QA Engineer
- 1 UX Designer
Technology Stack
Frontend
Backend
Database
Auth & Access
Reporting
Mobile & Field
Infrastructure
Deep workflow mapping
Extensive sessions with management, cluster heads, and field teams to understand real operations.
Industry-specific data modeling
Custom data structures designed for steel sales operations and hierarchy.
UX design for field usage
Interface focused on speed, clarity, and daily field usage patterns.
Role-based access control
Strict data isolation and permissions designed from day one.
Reporting-first architecture
Built for real-time decision making with comprehensive analytics.
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Outcome
1. Complete operational visibility
Leadership gained a real-time, 360-degree view of sales activity, field visits, enquiries, orders, dispatches, and attendance across all branches and regions.
2. Higher field productivity
Structured visit tracking and opportunity volume classification enabled cluster managers and territory in-charges to focus on high-value, high-intent opportunities.
3. Faster, controlled order execution
Centralized approval and dispatch workflows reduced delays and ensured compliance with payment terms and shipping rules.
4. Data-driven performance management
Branch-wise, cluster-wise, and individual performance analytics enabled proactive interventions, better forecasting, and more effective target management.
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