CRM for B2B Sales in the Industrial Sector
Project Goals
- Develop a CRM system tailored for long sales cycles (6–12 months).
- Support tender processes and multi-level client structures.
- Provide flexible reporting tools for management.
Our Solution
Since industrial sector deals often last over six months, we implemented a multi-stage sales funnel to reflect each step of the tendering process. This allows sales managers to track deals from initial contact to contract signing, covering qualification, document collection, and final negotiations. We also designed a hierarchical client structure, connecting head offices, branches, and subsidiaries within the CRM. This enables teams to map responsibilities and track decision-making levels. Additionally, we developed a customizable report builder, allowing managers to configure data views and generate key performance indicators (KPIs), such as deal progress by region or product type. With this system: sales teams access real-time deal updates, management can intervene proactively when processes stall or require additional resources.
Technologies Used
- NET Core (backend)
- MReact (UI)
- MS SQL (database management)
- Power BI / Custom BI Modules (advanced analytics)
Results
- Reduced manual workload through automated tender tracking
- Transparent analytics and deal monitoring at all stages
- Higher conversion rates due to real-time notifications and status tracking
Project Team
- 1. Tech Lead (architecture and integrations)
- 2. Backend Developer (CRM logic and automation)
- 3. Frontend Developer (UI and reporting dashboards)
- 4. QA Engineer (testing and quality assurance)
- 5. Project Manager (requirements gathering and sales team coordination)
Implementation Timeline
4 months
Project Uniqueness
The flexible architecture supports tender-based sales and complex client structures, making it adaptable for different industrial sectors.
Estimated Cost
From $15,000
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