Client Requirements

Lubi Pumps aspired for a digital transformation to enhance its engagement with dealers and sub-dealers through a customer portal and mobile app integrated with real-time inventory and catalog data management.

  • Differentiated access and functionalities for dealers and sub-dealers within a unified portal.

  • Seamless inventory updates from ERP to the portal and mobile app, enhancing data accuracy.

  • Dynamic management of product catalog data, ensuring current information availability.

  • Enable portal users to manage tasks like purchase requests, warranty registration, and order status effectively.

  • Comprehensive order management across ERP, CRM, and the customer portal.

Solutions

We tackled diverse challenges by integrating innovative solutions, ensuring seamless, efficient, secure data management and user engagement.

  • User Management: Implemented role-based access for dealers and sub-dealers within the same portal, securing data exchange.

  • Google Maps Integration: Enhanced the signup form with integrated Google Maps for precise address entry.

  • Live Stock Search: Enabled real-time inventory searches, with barcode scanning in the mobile app, limiting to 25 unique keyword searches daily.

  • Lead to Contact Conversion: Automated the conversion of leads into contacts post signup, streamlining data flow.

  • Third-Party Data Sync: Enabled real-time sync of product data from third-party sources to CRM, efficiently managing item codes and dealer branches.

Results

View their invoices with an option to download them as PDFs

Process Automation

The portal’s integration with CRM automated tedious processes, ensuring efficient data flow and management.

View their invoices with an option to download them as PDFs

Enhanced Communication

Streamlined interactions with dealers and sub-dealers, reducing errors and enhancing productivity.

View their invoices with an option to download them as PDFs

Unified Management Platform

The portal eliminated the need for extensive emails and calls, focusing on efficient product delivery and service.

View their invoices with an option to download them as PDFs

Security and Accessibility

Ensured secure, role-based access, enhancing data security and user-specific functionalities.

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