SellTool Lite

Company description

Representatives of Vehis, a leader in the leasing industry, have decided to create SellTool Lite application to optimize the sales and decision-making process. The goal of the new tool is to provide sales representatives with easy and quick access to relevant information. The application was not only intended to simplify access to application statuses and related tasks, but also to become a starting point for possible further development of functionality, depending on user needs.

Project description

In the process of developing SellTool Lite, Core Logic focused on simplicity and efficiency. Representatives of the company were keen on quick implementation of the project and minimization of costs, so they decided to use the “slimmed-down” API provided by the SellTool sales system. SellTool Lite was to be the answer to the Vehis sales department’s need for fast, intuitive access to relevant information, without the need for complicated interactions with web applications or email correspondence.

Project goals

Faster and simpler access to basic information (application and task status) for merchants

Access to information without having to check the SellTool web application and mail

To create a platform as a starting point for further development of functionality

Mobile application

SellTool Lite is a mobile tool designed for the convenience and efficiency of Vehis sales department. By using the same data set as in the web application, users can seamlessly log in using their existing data, ensuring consistency in the use of the system. With SellTool Lite, salespeople can easily view a list of their applications and those that have been submitted for verification, tracking their statuses.

Functionalities

Managers have access to a view that allows them to manage employee requests. The app provides up-to-date information on the status of requests and allows users to view the number of tasks and their full content. Users also receive push notifications about new tasks and changes in the status of requests. SellTool Lite is designed to increase the efficiency of the sales department, laying a solid foundation for further development. Users can quickly find the data they need with parameters such as request number, customer name, car make and model, financial product, number of tasks and current status. In addition, the application offers an aggregate view that allows access to all applications. With this breakdown, users can effectively monitor the progress of applications and take appropriate action depending on their status.

Challenges

The challenge was not only technical implementation, but also efficient use of resources and time. The decision that the mobile application would only retrieve information was a consequence of the desire for the fastest and cheapest possible solution that would simultaneously meet the needs of the sales department.

While it may seem that such a limitation posed a major challenge, it was precisely because of this that it was possible to keep the application simple and focus on implementing key functionalities.This strategy made it possible to implement the project quickly and provide users with a tool that immediately improved their efficiency and productivity.

Results

Vehis sales department has gained faster and more intuitive access to key information on the status of requests and tasks.
With ease of use and quick access to relevant data, SellTool Lite has helped to increase user satisfaction with the tools that support their daily work.
The introduction of SellTool Lite has significantly improved the efficiency of the sales department by streamlining the process of managing requests and tasks.
SellTool Lite provides a solid foundation for further development of functionality in accordance with user needs.