Global energy company · Custom application & operational platform
Sales operations
Four disconnected sales workflows unified into one console.
- Energy
- Custom apps
- Data infrastructure
- Dashboards & reporting
4→1
workflows unified into one console
1
live source of truth for the whole sales team
01The background
Sales teams managed deals, approvals, pricing and territories across multiple disconnected tools and spreadsheets. Nobody had a single view of the pipeline, and expiring customer pricing was routinely missed.
02What we did
We consolidated the four workflows into one operational console, accessible on web and mobile, from head office to the field.
- Unified deals and approvals workflow
- Territory mapping
- Reporting on the live pipeline
- Automated alerts for expiring customer pricing
03The outcome
One pipeline view across the organisation and one live source of truth for the whole sales team — from head office to the field.
Delivery
Delivered in phases, each shipping inside the client’s release process
Services: Custom apps · Data infrastructure · Dashboards & reporting
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What you leave with
- 01A straight answer on feasibilityWhether it can be built, on what stack, and what we would cut from version one.
- 02A realistic timeline and budget rangeMapped to a fixed-scope package where one fits, so there are no surprises later.
- 03A recommended architectureFlutterFlow, custom Flutter or Power Platform, and how it connects to what you already run.