Industry-specific internal CRM tailored to sales process and pricing rules
Typický klient: Sales and account management teams with industry-specific processes
Prediskutovať podobný projekt
Výzva
A generic CRM does not fit the sales process, account hierarchies and pricing logic, leading to low adoption and parallel spreadsheets.
Riešenie
A tailored CRM with the company's actual account hierarchy, pricing rules, quoting and pipeline stages — integrated with ERP and email.
Prínos pre firmu
Reps actually use the system, forecasts become reliable and quotes follow approved pricing.
Kľúčové funkcie
- Account hierarchies and territory rules
- Quoting with approved pricing logic
- Pipeline with custom stages and forecasts
- Activity capture from email and calendar
- ERP-linked customer and order view
Ako to funguje
- 1Lead is captured and routed by territory rules
- 2Opportunity progresses through custom pipeline stages
- 3Quote uses approved pricing logic and is sent for approval
- 4Won deal becomes an order in the ERP
Súvisiace príklady riešení
Job and project management application with cost, time and document tracking
Project status, hours, materials and documents are spread across spreadsheets and folders, making margin and progress visibility unreliable.
Operational management dashboard combining ERP, CRM and operational data
Management decisions rely on weekly Excel exports stitched together from multiple systems — slow, error-prone and out of date.
Pozrime sa na to, čo brzdí vašu firmu
Krátky úvodný rozhovor o vašich procesoch, hlavných výzvach a možných riešeniach. Bez technického predajného monológu a bez záväzkov.
Povedzte nám o svojom projekte
Vyplnenie trvá približne dve minúty. Odpovedáme do jedného pracovného dňa.
