Custom Enterprise CRM & Sales Force Automation for Manufacturing

About Enterprise CRM & Sales Force Automation Platform

The Enterprise CRM & Sales Force Automation Platform is a custom web and mobile solution being developed for a large manufacturing business operating across multiple divisions, territories, dealers, distributors, and depots. The platform is designed to centralize Inquiries, Leads, Projects, Sales Orders, field activities, and channel-partner operations within one connected system. Instead of relying on separate spreadsheets, manual follow-ups, and disconnected reports, sales teams and management can access relevant customer and operational information through a structured workspace.

Built around the complex requirements of manufacturing sales operations, the platform combines enterprise CRM workflows with mobile Sales Force Automation. Field employees can manage Attendance, GPS-supported Visits, Route Plans, Tasks, Follow-ups, and Expenses while working across assigned territories. Selected activities support offline data capture and synchronization when internet connectivity becomes available. The system also addresses Dealer and Distributor onboarding, agriculture compliance, Product Forecasting, and Depot Stock visibility through controlled workflows.

The platform is designed to integrate with SAP HANA while keeping core ERP transactions within SAP. It connects relevant Sales Order, Stock, and planning information with CRM activities, allowing teams to work with a broader view of business operations. Role-based dashboards, geography-based permissions, notifications, approval worklists, and reporting support management across different levels. This project demonstrates how custom CRM software development can support complex manufacturing sales structures without replacing an organization's existing ERP foundation.