A 45-minute working session. Bring an estate, a bill, a migration question or a backlog, we come back with a plan and a number.

WHAT WE DO

01

Customer 360

Eleven tabs per customer including a live SAP view; search across name, company, SAP BP and GST number; umbrella groups for customers buying across divisions; and two onboarding paths pull a known customer from SAP with addresses and credit limit per-filled, or create a prospect and link SAP later. Once linked, SAP is the source of truth.

02

Inquiry to quotation.

Inquiries with source, products and target quantity; quotations with margin, freight and competitor context captured for the approval engine; discount bands that route under-3% to auto-approve, 3–5% to the HOD and over-5% to the business head, and a margin guard that escalates thin-margin deals even inside an allowed band.

03

Sales orders

Created from an approved quotation with the customer PO attached, posted to SAP as a deliberate manual action with the SAP number written back and readable errors on failure. Deliberately not automated, and not available from Whats App a rep on a phone cannot accidentally fire a SAP transaction.

04

Field work

Visit reports with GPS and photos, complaints with severity and QC triage, sample requests on a kanban from requested to tested with stage history, and attendance with check-in and check-out from Whats App.

05

Ledger and collections

The SAP customer ledger read live, never from a snapshot; a cross-customer view with open balance, overdue, twelve-month revenue and last contact; and a one-click email to accounts receivable, logged against the customer.

06

Trade intelligence

Import shipment data ingested with dedup, unit and currency normalization, outlier detection and rule-based grade classification; pivot analytics by grade, country and month; and ranked import leads a rep can claim as a prospect in one click.

07

Reports

Revenue trend with YoY, top customers, pipeline funnel conversion, sales activity per rep, quotation approval SLA, sample win rate and overdue exposure scoped so a rep sees their book, an HOD their team, an admin everything.

SALES & CRM

Inquiry to quotation to sales order, visits, complaints, samples, live SAP ledger and trade intelligence from a chat window or a browser.

19

WhatsApp flows

11

Tabs on the customer 360

7

Pre-built reports, all exportable

60

s

From voice note to filed visit report