CONTEXT
The project covers hardware and profile sales with a field and telephone team, active customers and expansion across several cities.

CRM & COMMERCIAL OPERATIONS / 2026
A connected customer and sales workflow for a trading business moving from scattered records to managed operations.
The project covers hardware and profile sales with a field and telephone team, active customers and expansion across several cities.
Customer history was not organised consistently, limiting visibility from first contact to quotation, follow-up, conversion and reporting.
A practical CRM structure joins customer records, the sales journey, essential reports and a regular review rhythm.
Data is collected and validated first, then translated into stages, responsibilities, follow-ups and management views.
Customer history, items, quantities, amounts, product trends, margins, geography, channels, returns and commercial conditions.
An implementation framework for customer information, quotations, follow-up, conversion, reporting, training and support.