Separate stock records
Branches or departments maintain records that do not align consistently.
INDUSTRY SOLUTIONSTechnology for
Technology for
Trading & Distribution.
Bring sales, stock, customer information and finance workflows into a better-connected business environment.
Discuss Your Organization’s NeedsINDUSTRY CHALLENGES
Start with the operational reality.
Repeated customer entry
Sales and finance teams copy customer and transaction information between tools.
Limited workflow visibility
Approvals and operational requests are hard to follow across locations.
DIGITAL OPPORTUNITIES
Where technology can help.
Inventory and finance workflows
Assess shared information and approval needs across the operating cycle.
CRM and sales processes
Structure customer records, sales activity and management reporting.
System integration
Connect supported applications with agreed validation and ownership rules.
Branch collaboration
Organize documents and communication across teams and locations.
THE TECHNOLOGY LANDSCAPEWork with the environment
Work with the environment
you actually have.
Potential systems include inventory and accounting tools, ERP or CRM platforms, Microsoft 365, spreadsheets and branch networks. The integration approach depends on the interfaces and controls available in the actual environment.
How Digital Sarathi can help
Map a representative transaction from request to reporting. Establish the authoritative record for customers, products and stock information. Agree the integration boundaries, exceptions and reconciliation responsibilities before a pilot.
Start with an assessmentKEEP THE WHOLE PICTURE IN VIEW
Relevant solutions for your organization
RELEVANT PROJECT EXPERIENCE
Discuss the context that matters to you.
Ask about project scope, implementation and evidence that can be shared with permission. Client details and results are published only after approval.
START WITH A CONVERSATION
Let’s discuss your organization’s technology priorities.
Tell us what needs to change. We’ll help you assess the right approach.