Refreshed sales reports and enhancing management efficiency through the introduction of no-code application

An industrial goods trading company was experiencing excess inventory due to inaccurate order forecasting and lack of rules for reporting and sharing information on sales activities. In addition, the existing CRM was complex and only limited functions were being utilized.

Situation and Tasks

Sales activity reporting and information sharing had not been established by rule, resulting in inaccurate order forecasting and excess inventory.
CRM was complicated and only limited functions were being utilized.

Approach for Solutions

Investigate and visualize current CRM and Excel reporting formats and information flow to identify problems.
Replace existing CRM with a cloud-based low-code application.
Redesign of sales reporting format and development of custom apps.

Results

Creation of an environment for real-time reporting and information sharing of sales activities.
Reduction of running costs through CRM replacement.