Confidential Client – Optimization and Digitalization of Sales Processes - DevelopX
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Optimization of Digital Sales Processes in the Assistance Business

For a leading provider of assistance solutions, DevelopX conducted a comprehensive analysis and planning phase focused on enhancing the efficiency of sales processes. The goal was to identify opportunities to accelerate partner acquisition, increase transparency in the sales funnel, and reduce administrative effort.

30% Reduction of administrative effort per opportunity aspired

The Challenge

A fragmented sales landscape with multiple non-integrated tools and lack of visibility across the sales funnel. Manual processes and media breaks resulted in higher effort, increased risk of errors, and limited scalability.

Our Approach

Compact diagnostic and target-state phase for optimized sales processes: Market benchmarking, as-is analysis, and development of a tailored implementation concept.

1

Transparent
Steering

Assessment and benchmarking of current sales processes, identification of pain points, and drafting of a dashboard blueprint for real-time management

2

Boost in
Lead Acquisition

Concept for automated research and lead prioritization, including AI-driven follow-up logic to increase the closure rate.

3

Governance &
Compliance

Drafting of a compliant document storage and user permission model with regulatory integration.

4

Roll-out and
Training

Development of a transition plan including system migration, training concept, and hypercare phase.

Impact of Our Work

The time needed to develop new point-of-sale (POS) devices was reduced by
50%
Tickets sold through the new platform during the first launch phase exceeded
100,000
The page load speed of the ticketing platform increased by
95%
The time taken to stabilise the core ticketing system was less than
2 months

Client Background

The client is an established assistance provider focused on service quality and digitalization. The project initiative aimed to provide a future-ready foundation for improved productivity and control within a multi-stage sales organization and served as groundwork for planned technical and process modernization.