Trilogix Cloud

Hosted CRM/SFA SaaS for Consumer Goods firm

  • Distributed field force, geographically dispersed, some 250 workers in the field
  • Competitive consumer goods market
  • Uneven, non-standardised sales process
  • Information quality lacking
  • Insights in clients, buying habits, sales cycles, and cross selling missing
  • Intellectual property leaving the firm if a sales person left
  • Revenue and Margin pressure
  • Integration and expansion objectives
Industry: Consumer Goods

Tight Margins

  • Hosted SFA/CRM in AWS
  • Simplified interface mapping to sales person’s process requirements
  • Mobile, Laptop, Web enabled applications and channels
  • Agile integration with the client to allow requirements gathering and functionality to be deployed in quick cycles
  • Reporting and analysis inbuilt into the system


  • Standardisation of data input
  • Standardisation of business and sales processes
  • Highly available applications and systems
  • Responsive, simple user interfaces which allowed the field/sales force to focus on selling
  • Relevant and timely reporting
  • Logging and auditing of system usage for management
  • MSP model allowed the firm to outsource the application and infrastructure