04 / 15 · Business systems

Sales Activity and Opportunity Tracking CRM

A sales tracking CRM for a firm representing 85 semiconductor companies, with 15 salespeople working across different principals and territories.

Client: Semiconductor sales representative firm
Type: Business systems
My role: Analyst • Architect • Coder • Tester

Sales Activity and Opportunity Tracking CRM, screenshot

Every target, follow-up and commission in one dashboard.

Before

Each salesperson handled targets, samples, emails and commissions for several principals in several territories. Every principal paid commission its own way, and the sales cycle was long and complicated to keep track of.

What I built

I built one dashboard where the team logs customer targets, engagement status, comments, samples, emails with principals and clients, and action items. Salespeople update their own records and see their commissions, worked out on each principal's structure. Filters and reports cover sales, logistics and territories.

What it handles

01Target and customer opportunity tracking
02Engagement status management (Identified, Engaged, etc.)
03Action items and follow-up logging
04Advanced filtering, search, and pagination
05Multi-level navigation for sales, logistics, and reports

Built with

Laravel
MySQL
jQuery
Tailwind CSS
DataTables
PDF Generation

Running on spreadsheets too?

Tell me what the spreadsheet does today and what you wish it did. Messages come straight to me.

contact@arc-max.com