GT Fleet 365

Sales Process Digitization

The project was born from MacNil's need to automate and make more reliable the creation of commercial offers for fleet management. I developed a Single Page Application (SPA) that guides the salesperson through a multi-step configuration.

Key Features

• Personalized link: Generation of a unique link for each salesperson to track sales performance.
• Auto-save: LocalStorage implementation to prevent data loss during multi-step configuration.
• Dynamic Validation: Immediate interface feedback based on complex business logic rules.
• Application Association: Automatic lead and file association to the correct commercial contact.
• Summary PDF: Instant generation of a downloadable summary PDF document.
• Confirmation Email: Automated delivery of a structured configuration recap email.
• CRM Sync: Real-time bi-directional integration with HubSpot CRM to eliminate manual data entry.