Pipeline and opportunities
Kanban views, stage tracking and work organized by customer portfolio, team and responsibility.
B2B / Commercial operations
CRM
Keeping the sales cycle connected.
From opportunity to proposal, a system connecting presales, purchasing, pricing and commercial history.
Original brand · conceptual composition
- Context
- Developed at Gantech
- Authorship and contribution
- Individual conception and execution
- Current stage
- Private corporate system
01 / CRM
The starting point
A technology sale combines products, services, suppliers and commercial rules. Preparing a proposal means connecting requirements, solution design, supplier quotes and sales conditions.
The CRM was built around this process at Gantech, carrying information across the people and stages involved.
02 / What I built
Keeping the sales cycle connected.
I developed an application for tracking opportunities and organizing commercial work, from customer registration through proposal composition and presentation.
The model connects catalogs, bills of materials and services, distributor quotes and pricing. Authorized commercial history can also be consumed by other environments through scoped integrations.
03 / Capabilities and deliverables
Capabilities and deliverables
Customers and catalogs
Company registration with tax data, record enrichment and catalogs of products and services.
Presales and composition
Assembly and validation of the materials and services that make up a commercial solution.
Quotes and pricing
Distributor quotes, proposal comparisons, per-item margins, taxes and exception handling.
Commercial documents
PDF proposals and supporting documents generated from structured process information.
Business integrations
APIs sharing authorized customer, opportunity, sale and installed-base data with other systems.
04 / Decisions that shaped it
Decisions that shaped it
Model beyond the funnel
An opportunity starts a process spanning solution engineering, purchasing and commercial conditions. Those domains need to connect.
Preserve the context of a sale
Sales history must remain understandable as the catalog evolves. Records and snapshots help preserve that context.
Share through integration contracts
Other environments access data through APIs and defined scopes, preserving the CRM's responsibility for its domain.
05 / My contribution
Individual conception and execution
Identity applied to the projectDesign is part of what I build.
My work on this project also included interface design, information organization and the application of Gantech's visual identity.
- Process discovery and conception
- Interface design and application of the corporate identity
- Data modeling, business rules and architecture
- Frontend, backend and commercial documents
- Authentication, integrations, infrastructure and evolution
Technologies and concepts
06 / Current stage
What the work made possible
A private business system connecting stages of the sales cycle and providing context to other environments. The work demonstrates translating a business process into an integrated application.
Access and availability
Discuss this workRestricted to Gantech. No public demo or access to operational data.