Enhancing Sales Efficiency with Planio's Geolocation Tracking.

Project Name: Planio

Role: Lead Software Engineer

Overview: Planio is a sophisticated tool designed to enable real-time tracking and visual representation of customer purchase activities on a map. This functionality allows companies, especially those with large sales teams, to monitor sales performance and optimize their strategies effectively.

Description

Main Goal

The primary aim of Planio was to enhance operational efficiency by allowing managers to monitor the real-time activities of their sales team and visualize client locations on a map. This strategic visualization aids in assessing sales performance and facilitates informed decision-making.

Target Audience

The solution targets companies with sizable sales forces, particularly distributors of general goods.

Key Features and Functionalities

1. Geolocation of Clients: Utilizes CRM data to track client locations.
2. Area and Subarea Creation: Allows managers to monitor sales performance across different regions.
3. Data Integration: Supports data input from multiple systems, ensuring seamless integration.

Challenges and solutions

Data Integration

1. Challenge: Integrating data from various, sometimes poorly documented sources while ensuring it remains structured and consistent.
2. Solution: We developed a data normalization process that cleaned and structured incoming data, ensuring seamless integration and providing a consistent format for frontend use.

Performance Optimization

1. Challenge: Ensuring the system could handle thousands of clients simultaneously without affecting server or client performance.
2. Solution: We developed a specialized API that delivers data tailored to the geographic scope visible in the user's current map viewport, significantly reducing unnecessary data load. Additionally, we implemented a robust caching system that tracks client addresses, ensuring that any changes in address are promptly updated. For efficient geolocation of multiple clients, we introduced a user interface that operates on a queue basis, requiring user interaction to process client locations sequentially, which helped manage the system load effectively.

Map Performance

1. Challenge: Maintaining fast map interactions despite having to plot thousands of clients.
2. Solution: Implemented a custom clustering algorithm based on the Google Maps API's Super Cluster feature, which groups clients by proximity to reduce the number of markers displayed, thereby enhancing map responsiveness.

Technologies and tools

1. Frontend: Vue.js with custom components, Pinia for state management, Google Maps for map rendering, and TypeScript for type safety.
2. Backend: Laravel used for robust API development, integrated with Google Maps API for real-time geolocation services.
3. Database: MySQL for client data storage, enhanced with Redis for efficient caching of geolocation data.

Conclusion

The Planio project has successfully evolved into a SaaS solution widely used by companies to track sales performance and manage client interactions. This project has not only enhanced my professional skills, especially in handling large datasets and optimizing system performance, but also demonstrated significant improvements in operational efficiency for our clients. Future developments will focus on integrating advanced data visualization tools and custom report generation features to provide even deeper insights into sales metrics.

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