Case study · Self-service portal
How we helped turn a 1–3%-margin business profitable with a self-service portal
- Client
- Meccanica Middle East
- Industry
- Spare parts · Farm equipment
- HQ
- Dubai, UAE
What's inside
Four moves that saved the margin
Low margin, high complexity, and a demanding buyer base. These are the exact moves that rebuilt the flow from inquiry to invoice.
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1
The Self-Service Portal
Clients register their exact equipment once, then order parts in three clicks from a catalog auto-built for their machines. No more decoding cryptic emails.
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2
The Structured Request
When a part isn't in the catalog, the client fills a form with mandatory photo, manufacturer, and problem description. Sales gets everything it needs on the first try.
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3
The Two-Scenario CRM
Salesforce handles in-stock orders end-to-end; backorders auto-route to the right supplier and ship direct. An inventory headache becomes a delivery relay race.
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4
The Two Dashboards
New-account pipeline on one screen, existing-client trends on another. The founder stopped managing people and started managing data.
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