Blanket & Call-Off Order Management Automation
The organization required a structured CRM-based solution to manage blanket orders and associated call-off orders more efficiently.
The existing process lacked adequate visibility and traceability of call-off orders, sub-orders, and billing references. This resulted in manual tracking, increased operational complexity, and a higher risk of billing discrepancies.
The primary objective of the project was to implement an end-to-end CRM solution capable of tracking blanket orders, managing call-off orders, monitoring sub-orders, and providing accurate, reliable reporting for sales, management, and billing teams.
Client Overview
A trusted and specialized provider, recognized as a benchmark of quality across the Middle East. Expertise spans liquid, gas, and multiphase metering solutions; calibration and measurement systems; electronic precision instruments; transmitters; analyzers; process and dredging pumps; severe service ball valves; actuators; shutdown valves; HIPPS; vibration monitoring; and telecommunication solutions.
Technical Stack
Industry
Energy
Region
Middle East
Project-size
Non-Disclosable
Company size
Mid-Scale Organization
Implementation Highlights
Designed and implemented a CRM-based blanket order management module.
Enabled tracking of call-off orders against each blanket order with clear parent-child relationships.
Developed a custom CRM plugin to automatically identify call-off orders and their suborders.
Number of call-off orders processed
Yearly call-off order trends
Quality and delivery performance
Billing accuracy and order traceability
Challenges & Solutions
No structured tracking of call-off orders Manual tracking made it difficult to identify which call-offs belonged to which blanket orders.
Solution:Implemented a CRM-based structure that clearly links call-off orders and suborders to their respective blanket orders.
Limited management visibility on order volume and quality Management could not easily track how many call-off orders were processed annually or evaluate delivery quality.
Solution: Built SSRS and CRM reports to provide real-time insights into call-off order volumes, trends, and quality metrics.
Risk of billing errors due to unclear order hierarchy Unclear identification of call-off orders and suborders increased the risk of billing mismatches.
Solution: Enabled clear identification and reporting of call-off orders and suborders within CRM, reducing billing discrepancies.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Improved visibility of blanket orders and associated call-off orders
- Streamlined order processing with a structured CRM workflow
- Reduced billing errors through clear order hierarchy and reporting
- Enhanced management decision-making with accurate reports
- Improved user experience for sales and operations teams
- Better control and traceability of orders across the sales lifecycle
Key Learnings & Next Steps
- Structuring blanket orders and call-off orders within CRM using clear parent–child relationships is essential for accurate tracking, traceability, and operational control.
- Custom CRM logic and reporting are critical to improving management visibility, reducing billing risks, and enabling data-driven sales and delivery decisions.
- Improved order visibility and billing accuracy through a centralized CRM solution that streamlined blanket order management, call-off tracking, and sales reporting.
