Salespeople manually entered each product into spreadsheets and recalculated installation capacities separately for every offer. This process was slow, error-prone and could not scale with growing demand. A flexible CRM system was needed with warehouse capabilities and the ability to enter products from the database to create specific photovoltaic kit offers automatically.
A single error in installation power calculation can cost the company thousands — automation was not optional.
We designed a flexible CRM with a virtual warehouse that automatically assembles photovoltaic kits from inventory, a power calculator with automated validation preventing configurations exceeding power requirements, and clear product selection for roof vs. ground installations. The system monitors individual trader performance, enables direct offer transmission, and reduces manual contract creation through data auto-population.
A field sales rep generates a complete offer in 5 minutes instead of 2 hours.
The system prevents physically impossible configurations, accelerates offer creation for field salespeople from hours to minutes, and provides complete visibility into individual trader performance. Every configuration is validated before sending to the client, eliminating costly errors in installation power calculations.
