Case Study: Waterlogic - A Field Sales App and much much more

Project Overview

WaterLogic is a sales application designed to empower field sales representatives with an efficient and seamless tool for client interactions. The app leverages React Progressive Web Application (PWA) technology, allowing sales reps to work offline while capturing essential data during the discovery phase. This solution integrates video and PDF content, offers tailored product recommendations, facilitates offline signing, and ensures data synchronization with the CRM system once online.

Challenges

Offline Functionality: Ensuring the app operates without internet connectivity was critical for field reps in remote areas. Data Capture and Presentation: The app needed to capture detailed client information during initial interactions and present company offerings effectively, even offline. Product Recommendations: Providing personalized product suggestions based on captured data required an intelligent backend solution. Offline Signing: Allowing clients to sign documents without internet access while ensuring data security was a significant challenge. Data Synchronization: The app must seamlessly sync all offline activities with the Salesforce CRM once online, maintaining data integrity.

Solutions

React PWA and Service Worker: Utilized React PWA for enhanced performance and caching capabilities, enabling offline operation through service workers. IndexedDB and LocalStorage: Implemented these technologies to store captured data locally until synchronization is possible. Custom RESTful API: Created a custom API for the frontend to interact with the backend systems.

Technical Details

Results

User Satisfaction: Field reps reported high satisfaction with the app''s offline capabilities. Improved Efficiency: The recommendation engine increased proposal accuracy, enhancing deal closure rates. Seamless Integration: Data syncing with Salesforce reduced administrative tasks and improved data management.

Benefits

Enhanced Productivity: Reps can work effectively in remote areas without internet access. Streamlined Processes: Reduced time spent on administrative tasks post-interaction. Customer Experience: Clients benefit from real-time recommendations and seamless signing processes, leading to higher satisfaction. Revenue Growth Potential: Improved lead quality and conversion rates contribute to potential revenue increases.

Testimonials

The app has transformed how we engage with clients. The offline features and smart recommendations make our job easier and more efficient. - Sascha Weber