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

Services Covered:

Custom Software Development • Mobile Application Development
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Industry
Industry

Consumer Goods

Duration
Duration

71 months

Budget
Budget

1M - 10M

Start Date
Start Date

1 July 2012

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
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

mapCincinnati, 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

  • MobileMobile
  • CRMCRM
  • ERPERP

Tech Stack

  • iOSiOS

Client Endorsement

Overall Review Rating

4.88star

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

Note: This endorsement is based on publicly available client feedback from external review sources.

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