- Starting point
- A distributor with three lines (car parts, motorbike and bicycle parts, and motorbike accessories) running an ERP on MySQL with millions of records. Visit schedules lived in spreadsheets, and they wanted one tool with three access levels: management, sales managers and sales reps.
- What we built
- A CRM with each rep's accounts, purchase history compared with the previous year, a weekly visit schedule, offers targeted by business line, customer type and area, leads, and follow-up for machinery sales. It was handed over with all 27 sales reps set up with their real accounts.
- The hardest part
- The ERP has no working API, so we read its database in read-only mode and load customers, products, orders and invoices into PostgreSQL. Two surprises came up. The day's orders reach the ERP after our 2:00 sync, so a second orders-only sync was added at 14:00. And a unique index on the tax ID left out groups whose branches share the same tax ID: removing it brought in 285 missing customers. The server sits inside the company's network and has no internet access in the early hours, so nothing that needs the internet is scheduled between 00:00 and 08:00.