A sales process your team can actually follow.
Keep leads, conversations, proposals and handoffs in one place. Build your CRM around your sales process, not somebody else’s sales stages.
Request this system ↗The everyday problem.
A distributor receives enquiries by email, phone and referral. Reps keep separate spreadsheets. Quotes go out, but follow-ups depend on memory.
The better process.
- An enquiry enters a shared queue
- a rep is assigned by territory
- a follow-up is scheduled
- the quote goes for approval
- the won deal moves to operations.
What we can build.
Features are selected and scoped around your requirements.
Lead assignment by territory, product or account size
Custom pipelines for different products and sales cycles
Follow-up queues with ownership and due dates
Quote approvals and discount thresholds
Sales targets and commission calculation rules
Handoffs to fulfilment and finance
A rep sees their next actions. A sales manager sees stalled deals and team activity. Leadership sees pipeline value and closed business.
A few practical answers.
Can we start with a smaller version?+
Yes. We can scope the highest-priority workflow first, define a useful initial release and plan additional features separately.
Can you adapt this example to our industry?+
The example is illustrative. Your users, approvals, data fields, exceptions and integration requirements are mapped before any build is agreed.
What determines the cost and timeline?+
The number of workflows, user permissions, integration constraints, data migration and acceptance criteria determine the scope. A quote follows that review.
Tell us what
needs to work better.
A few details are enough to get started. Describe the problem, the process or the tool you have in mind.
“When a deal closes, I want the order assigned to operations and my dashboard updated automatically.”