PART 1
Deals and the funnel
- stages that follow your process
- expected value and close date
- a reason recorded for every loss
- activities with an owner and a reminder
- the whole thread on the company record
Capabilities
CRM, който превръща запитването в проследима продажба
Управлявайте потенциални клиенти, оферти, задачи, плащания и прогнози от един процес, без информацията да остава в имейли и таблици.
Познато ли е?
Where the path from enquiry to order breaks
The price depends on who you asked
Price lists live in the salesperson's head. Two people quote two prices to the same customer, and both are sure they are right.
The quote is retyped as an order
The salesperson sends a document, then someone enters it again as an order. A line, a discount or a delivery date gets lost in between.
The funnel is true on Friday
The deal report is updated by hand. By Monday it shows something that is no longer so - and decisions are made from it.
The enquiry from the site hangs
The form emails a shared address. Who picked it up - and whether anyone did - becomes clear when the customer calls a second time.
What it covers
Three parts, all on one database
Nothing here is a separate product with its own login. That is why a discount promised by a salesperson is the discount the shop shows.
PART 2
Quotes and prices
- price lists per customer, quantity and period
- discount rules, not a verbal promise
- quote templates with your terms
- electronic signature on the quote
- a quote becomes an order in one action
PART 3
Assignment and territories
- rules by region, industry or size
- teams, targets and workload
- enquiries from the site picked up automatically
- who took it and when, visible
- the catalogue is the one the shop shows
Proof
Two companies that sell this way
METACOM
Trade and distributionMETACOM imports and sells stainless steel in Bulgaria and across Europe. Purchases come from several countries in several currencies - and a customer quote still has to be priced quickly.
- Quotes priced fast, across currencies
- The website built inside the ERP itself
- Documents and contacts in the same place as the sale
OTS
B2B platformOTS sells organic clothing and gift sets in the US and Europe. B2B partners get personalised price quotes and fast order processing instead of an email thread.
- Personalised quotes per partner
- Faster order processing
- Website, sales, purchasing and warehouse on one system
How it runs
What a rollout looks like
STEP 1
One deal, end to end
We follow a single deal from the enquiry to the invoice and write down where the number stops being true.
STEP 2
Your prices, as they are
Price lists and discount rules move across the way you apply them today, not the way a manual says they should be.
STEP 3
One team first
One team goes live, we measure for a week, and only then does the rest of the sales floor move.
One platform
The capabilities it works with
A CRM on its own is half an answer. Each capability is described once and reused by every sector.
Tell us which quote you cannot trust
30 minutes. We follow one deal from the enquiry to the invoice and say plainly where the price stops being the same in two places.