From shared forms to a connected sales operation.

Call center, field, and social media sales representatives entered sales in a form. Responses went into a shared spreadsheet, where the validation team checked the details, called the customer, and filled in any missing information.

When a customer did not answer or asked to be called later, the follow-up was noted in the spreadsheet. The supervisor had to review outstanding items and remind each person which contact to follow up with. Some sales went without follow-up among the accumulated records.

Deliveries were also updated manually. The driver reported which deliveries had been completed and which were still pending; an administrative staff member copied those updates into each row. To review activity for the day or week, the different departments filtered and prepared the information manually.

The CRM brings together sales from the different channels and links each sale to its sales representative and the person responsible for validating it. Depending on the operation, both roles may be handled by the same person or by different people.

Each sales representative can access their own sales and the tasks they need to address. Outstanding items remain visible and prioritized until they are resolved, while supervisors can monitor progress without having to send reminders one by one.

A new sale enters the system as pending validation. If the customer does not answer, the team records the outcome and schedules a new reminder. If the customer asks to be contacted at a specific time, the reminder is set accordingly.

The system sends a notification when it is time to call again and keeps outstanding follow-up visible. The person responsible contacts the customer and updates the activity in the CRM.

Customer details are saved for future transactions. If the customer signs up for another service, previously recorded information is filled in automatically, avoiding the need to request and enter the same details again.

When making a delivery, the driver scans a QR code, records the outcome, and takes a photo. The record includes the location and time of that visit, linked to the corresponding delivery.

When the driver confirms that the SIM card has been delivered, the status updates automatically in the CRM. The sales team receives the update within the same process, without waiting for someone to copy the driver's messages into a spreadsheet.

If the customer is absent, the driver records the attempt and the delivery remains pending. Each new visit includes its own photo, location, and outcome.

The history makes it possible to review attempts made before the successful delivery and check where and when they were recorded. The information remains linked to the customer's follow-up record.

For mobile service sales, part of the sales process must wait until the customer receives the SIM card. Delivery confirmation makes it possible to continue with the stages that depend on that step.

The CRM shows the responsible sales representative which sale they can resume and which action they need to take. Follow-up returns to the person who entered the sale, and the supervisor can check that it is carried out without having to identify and distribute each update manually.

For internet sales, the system lets users look up an address and check whether it has coverage using the available coverage map.

It also brings together installation appointments and the tracking of pending and completed services. The data is cross-checked against operations reports to update the status of each sale.

Each service has an associated commission, linked to the sales representative and the validation staff member involved in the sale. At the end of the period, the system cross-checks recorded sales against reports that confirm which services were completed.

Commission calculations are based on services that were actually completed. Sales still awaiting installation remain pending; canceled sales are voided and excluded from the calculation.

The platform also brings together payroll calculations and financial reports, connecting sales information with administration.

The dashboards show sales entered, those that have progressed or been canceled, and those that still need follow-up. They also show installations scheduled for the day, week, or month.

Indicators such as response rate and closing rate help assess sales activity. Supervisors, management, and administration have organized information without having to reconstruct each view using manual filters.

The solution includes multiple connections to applications that support sales and administrative work. Notifications, tasks, and status changes follow the needs of each stage and role.

The system is in use and was built around the company's operation: its sales channels, validation processes, deliveries, and payroll and commission calculation rules.