endorsedCompleted

CRM-Integrated iPad App (Salesforce & SAP) for Consumer Goods Company

Services Covered:

Custom Software Development • Mobile Application Development

Industry

Consumer Goods

Duration

71 months

Budget

1M - 10M

Start Date

1 July 2012

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

71/100

Good

Project Capability Score (PCS) estimates how capable Directio is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Cincinnati, United States of America

Project Summary

Directpl built an iPad app for a consumer goods (large haircare) company that integrated Salesforce CRM and synchronized data with SAP BI systems. The app enabled salespeople to access customer data offline and improved sales effectiveness. The team delivered a low-bug product on time and on budget and provided proactive troubleshooting and solid communication.

Key Challenges

Integrate the app with SAP business intelligence tools
Integrate the app with Salesforce CRM
Deliver an iPad (iOS) application with offline capability and reliable data sync

Project Deliverables

iPad mobile application
Salesforce integration (Apex classes and custom objects)
SAP synchronization
Project management and QA for the Salesforce component
Offline data entry and sync functionality

Project Solution

Directpl developed the iPad application using Salesforce Apex classes and custom objects, implemented synchronization between the iPad app, Salesforce, and SAP, and handled project management and QA for the Salesforce component. The solution enabled offline data entry on iPads that later synced to Salesforce and SAP, providing sales teams with customer purchase data in meetings.

Project Outcome

Sales teams gained offline access to customer data, improving sales effectiveness
Stable, low-bug product delivered on time and on budget
Strong project management with weekly stakeholder meetings and an up-to-date tracking system

Platforms

Mobile
CRM
ERP

Tech Stack

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to Directpl’s efforts, the salespeople of a well-known brand can know easily access valuable information. The communication and knowledge of the team led to a bug-free product delivery within the timeframes and budget. They were also proactive in providing troubleshooting solutions.”
Anonymous
Former Salesforce Platform Manager
Date: 04/29/2021