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Sales Automation Solution For Patriot Engineering Services

Redefining Excellence in Heavy Equipment Spares

Zaigo Infotech redefines Patriot Engineering Services (PES) by implementing an automated sales software and a self-service vendor portal, streamlining the supply chain to enhance communication, collaboration, and revenue growth.

About The Client

Established in 1996, Patriot Engineering Services (PES) is a leading supplier of spare parts for heavy equipment, trucks, and passenger vehicles. With strong relationships with select suppliers and years of industry experience, PES excels in understanding the intricacies of machinery and the critical importance of high-quality spare parts.

Project Background

To address the challenges in the current manual-driven sales process and also manage the growing demand for a more efficient and streamlined sales process, Zaigo developed a sophisticated web application for PES. This solution was essential due to the client’s massive inventory database, which contains over 2 million product records. Real-time inventory data is required for the distributed team worldwide to instantly send quotes to customers and convert them into orders.

Previously, PES’s manual process required sending emails with part numbers and product information to the head office in Miami, Florida, to generate quotes. This time-consuming process often involved more effort and led to increased errors. The client wanted to digitize this process, allowing the sales team and customers to search for products by part number and create quote requests directly, securely, and quickly.

Goal

The objective of the I-order project was to make the PES inventory easily accessible to sales teams and customers, enabling them to search for products and request or generate quotes with increased security and privacy.

Additionally, with a global sales force, the web solution needed to automate and streamline various operations to address delays in processing quotes caused by time zone differences. The client also required the platform to ensure the security and privacy of pricing and quotations, preventing competitors from gaining access through existing customers/vendors.

Solution Delivered

Zaigo’s solution empowered PES’s customers to efficiently search for products using part numbers and request quotes via a secure vendor portal. The portal required customers to log in with registered credentials, mapped to the user’s IP address.

Any login attempts outside the assigned IP address triggered a notification to the admin and provided an option for customers to request access from the new IP. This approach enhanced security and privacy, ensuring that only authorized users from designated locations could access the application.

Furthermore, Zaigo addressed key productivity challenges with a solution that boosted business efficiency:

Innovative Approach for Productivity Improvement

Zaigo identified the underlying issue and developed an innovative solution that not only addressed the current challenges but also significantly increased business productivity.
Data Consolidation

A custom solution was built to manage and consolidate CSV files, streamlining data processing and ensuring consistent formatting.

Database Query Optimization

Zaigo focused on optimizing database queries to significantly reduce data processing time, enhancing efficiency without compromising data integrity.
Upload Time Reduction in Inventory

A dramatic reduction in upload time was achieved, cutting it from hours to minutes through fine-tuning and optimization.
Increased Safety, Security, and Privacy

By requiring VPN access and registered credentials, PES ensured that only authorized users could access sensitive pricing information, preventing unauthorized access and safeguarding PES’s competitive edge.

Our Work-Flow

At Zaigo Infotech, we prioritize systematic workflow processes to ensure efficiency and deliver quality outcomes to our clients.

Results & Benefits

Product Search

Sales teams and customers could search for both genuine and aftermarket products, making it easier to find the exact parts needed.

Bulk Product Upload

Users could upload product lists in bulk from an Excel sheet, accommodating customers with extensive product needs.

Discount Customization

Prices for specific tiers were configured to offer varying discounts, ensuring customers received competitive rates based on their membership level.

Quote Management

Submitted quotes were efficiently managed, allowing for easy tracking and follow-up on customer requests.

Email Notifications

Admins and sub-users were notified via email of new location changes and customer-submitted quotes, ensuring a timely response and action.

Quote Tracking

Customers could save incomplete quotes as drafts on the history page, offering flexibility to edit and submit them later.

Comprehensive Admin Control

Admins managed the entire system, overseeing aspects like product management, user management, quote approvals, and discount configurations.

Streamlined Approval Process

Admins could efficiently manage quote approvals, ensuring that quotes were reviewed and processed promptly.

User Management

Admins could manage sub-users, enabling a distributed approach to customer interactions and approvals.

Technology Stack

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