Custom System for Trading Company

The system was built on standard CRM entities – contact management, business cases, and client relationships – and further extended with specialized modules. These modules reflect the needs of a specific segment and enable, for example, technical object tracking, work with territorial data, or sophisticated pricing.

Before system implementation, several recurring problems were identified that hindered efficient business agenda management:

• Unstructured management of business opportunities, without central records or negotiation history.
• Missing connection to map and technical documentation, which were managed separately and manually.
• Time-consuming contract creationand other documents, including manual data entry.
• Complex commission calculationsbased on multiple variables (customer type, volumes, product offering).
• Limited electronic signing capabilities, which complicated remote contract closure.

System for Lamark Company

The system's foundation is the tracking of so-called leads – business contacts that can be entered manually or transferred from other platforms. Each lead can become a business case that goes through a defined workflow.

Each case contains:

• detailed information about the salesperson or responsible person,
• involved parties (e.g., for commission distribution),
• assigned product/service,
• connection to a specific technical entity (e.g., location, measuring point, zone).

The system enables comprehensive client data management – contact persons, communication preferences, and authorizations (e.g., who is authorized to sign contracts). Entered data is automatically transferred to document templates.

One of the system's key entities represents places to which products/services relate:

• each record contains ID, distribution area, measuring technology, and tariff settings,
• parameters are dynamically calculated based on input data (consumption, conversion coefficients, load type, etc.),
• addresses are verified through a connected map service,
• changes in this entity are automatically propagated to other parts of the system.

Offers can be generated from business case records:

• they use templates and product price lists,
• the system automatically calculates expected savings or price proposals,
• individual versions are tracked and can be converted to contracts.

System deployment resulted in comprehensive digitization of business processes. Processes that previously required manual intervention were transferred to a unified environment with automation of key steps. The result is:

• higher transparency in business relationship management,
• time savings in documentation creation and calculations,
• significant reduction in error rates,
• clear tracking of the entire customer cycle from acquisition to contract closure and commission payments.

System for Technology Company

Due to the specifics of the energy market, it was not possible to use a ready-made ERP system. The client needed a tool focused exclusively on customer relationship management and business processes. The CRM system therefore started as a classic tool for lead and client management, but was gradually expanded with a number of specialized functions: business case management automation, consumption point tracking, integrated map services, contract generation, and commission calculation.

When an offer is accepted, a contract is automatically created:

• client data, consumption location, and selected product are pre-filled,
• the contract is sent for electronic signature (e.g., through a connected service),
• after signing, commission calculations are triggered and final recording takes place.

Contracts with suppliers are exported as so-called data sets – an Excel file with precisely defined fields, corresponding to specific distributor requirements.

The system includes an advanced tool for reward calculations:

• calculations reflect client type, product, consumption size, or other parameters,
• percentage shares can be assigned to individual participating parties,
• support for multi-level reward models (e.g., one-time, recurring, combined).