Unified E-commerce and CRM Platform for Software License Sales
Full traceability of the sales cycle through a connected storefront and backoffice
2
Sales channels
Web store and sales team unified
360°
Portfolio view
Accounts and pipeline in one place
3
Pricing variables
Edition, duration, and license type
Client Overview
Premium CAD Software Partner
The Challenge
The organization needed an integrated technology solution to unify its commercial operations. The main challenge was to connect, without gaps, the e-commerce acquisition on the website with the proactive sales of the commercial team, covering everything from the management of a multilingual catalog to the post sale delivery of licenses and the accounting follow up of every operation.
Our Solution
We unified the online store and the sales team's work into a single platform:
- A multilingual e-commerce landing page and a central CRM: We implemented a unified platform that combines a multilingual e-commerce landing page with a centralized CRM backoffice.
- Accounts and sales pipeline at a glance: The backoffice manages accounts with a 360° view and a visual kanban pipeline for the sales team.
- Pricing configured by edition, duration, and license type: A configurable pricing matrix lets the team set the price of each combination of edition, duration, and license type.
- Connection with the billing tool: The platform synchronizes with the billing tool to keep the accounting follow up of each operation up to date.
- Web changes under control: A controlled publishing flow reflects changes on the website in real time.
Every sale now follows one orderly circuit, from web acquisition to post sale follow up.
Key Benefits
The platform delivered four practical benefits across sales and after sales:
- Full traceability of the sales cycle through an immutable audit log and a sequential timeline of operations
- Less manual workload, with customer registration and accounting synchronization automated
- Better customer retention through preventive renewal notices
- An assisted purchase experience during checkout that reduces support queries
Sales, billing, and after sales now run as one connected process instead of separate manual tasks.
Results
The new platform brought both sales channels under the same rules:
Digitalized and successfully converged the e-commerce and manual sales channels
Achieved precise control of the product catalog
Gained 360° visibility of the commercial portfolio
Set up an orderly post sale circuit where no sales opportunity advances without meeting the established business rules
Tech Stack
Tags
Related Service
ERP & CRM Systems
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