Case study
Shasheela Motors CRM / BI
A dealership sales lead nurturing, effort mapping and business intelligence system: enquiries move from nurturing to a sales officer's opportunity pipeline.
- Client
- Shasheela Motors Pvt. Ltd.
Solution
An enquiry is nurtured by a CRO, completed as a contact card and transferred to a Sales Officer who opens an opportunity at stage C0. Opportunities move forward through C1, C1A, C2 and C3, or are marked lost, while management roles read, approve and escalate. Inputs are entered at the lowest level only, with targets, performance reporting and Excel export for management.
Tech stack
- Python
- Django
- Django REST Framework
- PostgreSQL
- React
- TypeScript
- Ant Design
- Redux Toolkit
- RTK Query
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