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App
Internal Sales Enablement App
iPad app for field sales with product catalog, quoting, and CRM sync — works fully offline.
Client:Manufacturing Enterprise
Duration:16 weeks
Team:5
Year:2023
15 min
Quote turnaround
+18%
Win rate
-5 hr/wk
Admin time
The Challenge
Field sales reps were emailing the office to build quotes, often taking 2 days to send a customer a price. They needed full catalog and pricing on-site, even without WiFi.
Our Solution
iPad-first React Native app with offline catalog and pricing rules, in-app quote builder, e-signature, and Salesforce sync once back online.
Key Features
- Offline product catalog
- In-app quote builder
- Configurable pricing rules
- E-signature capture
- Salesforce two-way sync
- PDF quote generation
Our Process
- 1
Workflow mapping
Mapped quote-to-cash with sales and finance.
- 2
Offline engine
Built local pricing engine mirroring CPQ rules.
- 3
Salesforce sync
Two-way sync with conflict handling.
- 4
Field rollout
Trained 120+ reps across 5 regions.
Results
- Quote turnaround: 2 days → 15 minutes
- Win rate up 18% on quotes generated on-site
- Reps spend ~5 fewer hours/week on admin
"Reps close on the spot now. The quote that used to take two days happens before the customer's coffee gets cold."
VP Sales
Manufacturing Enterprise
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