SVM

Project Overview

The SVM (Mobile Sales System) was an internal mobile application developed for Sorteos Tec, aimed at enhancing the efficiency of their sales team. By integrating the company's internal CRM with Salesforce, the app provided executives with everything they needed to handle sales operations directly from their mobile devices during client interactions. This project not only streamlined processes but also pushed the company toward a more paperless operation.

Project Scope

The primary goal of the SVM app was to create a seamless connection between the internal CRM and Salesforce, giving sales executives real-time access to crucial client information. The app also aimed to speed up transactions and improve the overall sales workflow by allowing the team to access client profiles, register lottery tickets, process payments, and even plan optimized client visit routes—all from a single mobile platform.

By digitizing much of the sales process, Sorteos Tec could reduce reliance on paper-based systems, improve efficiency, and ensure data integrity during client interactions.

My Role

As part of the Sorteos Tec team, I worked as a full-stack developer for this project, with a primary focus on the front end of the mobile application. I was responsible for developing the app using Android Studio/Java, from initial concept through to release, publishing, and supporting it for three years after launch.

Additionally, I contributed to the back end, working on API development and ensuring seamless data transfer between the app, internal systems, and Salesforce. The backend technology stack included SQL Server and .NET, while I also ensured robust synchronization processes between these systems.

Unique Features

The SVM app was packed with features to empower the sales team. Some of the key functionalities included:

• Online Payments: Executives could process payments directly through the app, reducing paperwork and speeding up transactions.
• Optimized Route Planning: A map-based feature helped users find the most efficient route for their client visits, enhancing productivity.
• Client Information Management: Sales executives could access and manage detailed client profiles on the go.
• Lottery Ticket Registration: The app supported both device and camera scanning for easy registration of lottery tickets.
• Digital Signature: A built-in payment registration system allowed clients to sign off on transactions digitally, eliminating the need for paper receipts.
• Real-time Syncing: The app provided seamless, real-time synchronization across multiple systems, ensuring that all data was current and accurate, even across disconnected networks.

Technology Stack

• Front End: Android (Java)
• Back End: .NET, SQL Server, REST APIs, JWT for security, and JS for Salesforce integration.

This combination of technologies ensured the app was not only functional but secure and scalable across the company’s 16 offices.

Challenges

One of the main challenges was synchronizing data between the mobile app, internal systems, and Salesforce, particularly because some of the internal systems were outdated. Many of the original SOAP web services needed to be migrated to REST APIs, with JWT implemented for security purposes.

Another major challenge was the app’s offline-first design. Given the significant amount of client data being processed, the app had to work efficiently offline and sync seamlessly as soon as network connectivity was restored. Additionally, we had to build an administration panel to handle data errors that could arise during syncing, ensuring that any issues could be corrected manually.

Client Collaboration

While there wasn’t direct collaboration with external clients, we conducted a month of beta testing, during which our development team accompanied executives to observe how the app performed in real-world scenarios. This allowed us to refine the app based on real-time feedback and ensure it met the day-to-day needs of the sales team.

Results & Impact

Within a year of the app's release, client retention nearly doubled, and the loss of critical sales data due to outdated practices was greatly reduced. The SVM app not only improved operational efficiency but also had a tangible impact on sales performance, making it an indispensable tool for over 2,000 internal users.

Timeline & Delivery

The project took around 1.5 years from initial planning to full deployment across 16 offices in multiple states. This timeline included the development, testing, and official launch of the app, as well as post-launch follow-up and optimization.

Post-launch Support

After the initial launch, I provided 3 months of follow-up support. This included bug fixes, minor feature updates, and training sessions for the sales team. Once the app was stable, support responsibilities transitioned to the internal support team, though minor updates continued to be rolled out periodically to ensure the app stayed up-to-date with the company’s evolving needs.

Final Thoughts

The SVM project was a critical step in Sorteos Tec’s digital transformation. By developing a robust mobile sales platform, we were able to help the company increase efficiency, reduce data loss, and ultimately improve their sales operations. The app continues to be a key tool for the sales team, and I’m proud to have been part of its development from the ground up.

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