Project Type : New Development
Customer Geography : Japan
Customer Industry : Manufacturing/Contract Engineering
Solution Domain : Sales Force Automation/CRM Technologies Involved: LotusScript, Formula Language, MS-Office, VBA,
Domino Global Workbench, Swing Integrator Challenge:
A mid-sized Japanese engineering organization wanted a solution to keep track of sales enquiries from the headquarters.
Solution: Maarga helped the customer implement a custom application that helped them:
- improve visibility over enquiries in the pipeline
- save time and costs by streamlining communication around engineering support for enquiries
- improved data security by getting all the enquiries handled centrally on a server that was access controlled, backed up etc.
- schedule their engineering resources more efficiently
Snippets: The solution was implemented using LotusScript and Formula Language. The solution was implemented in a modular fashion to enable the customer to track each enquiry, and each BOM for the prospective contract. The application had options for calculating bid amounts, storing design documents centrally, centralizing quotes from subcontractors involved etc.
The customer had to support the sales force in both Japanese and English. Domino Global Workbench was used to provide a dual language interface. A Japanese-speaking user would use the application in Japanese, and an English-speaking user would use the same application in English. The language resources involved were isolated into a dictionary that could be easily edited/maintained by a translation resource using a separate interface without having to touch the application/code.
Professionally designed MS-Office templates were provided in the application. The application would pull data from the Lotus Notes systems and produce professional looking quotations/proposals using Microsoft Word and Excel. Thus the sales people were freed from the job to maintain templates, and were allowed to focus on what they do best – selling. Data is also kept alive by being generated from the system, instead of old data creeping into the proposals.
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