CRM and sales pipeline
Sales pipeline and quotes
From lead to contract: a kanban pipeline, next steps, quote versions, discounts with threshold-based approval, contract and e-signature.
What does it solve?
BEFORE
- The pipeline lives in an Excel file.
- The opportunity stalls because there is no next step.
- Discounts are approved after the fact.
AFTER
- Kanban pipeline with real-time status.
- A task and deadline for every opportunity.
- Threshold-based approval before sending.
How does it work?
-
Lead
Source, value, owner.
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Opportunity
Stages on a kanban board, with next steps.
-
Offer
Versions, discount, stock reservation.
-
Contract
Generation and e-signature.
Capabilities
-
Kanban pipeline
Drag between stages.
-
Quote versions
Comparable versions.
-
Discount management
Threshold-based approval.
-
Warehouse integration
Stock and reservation.
Tudja már, min változtatna?
Senior tanácsadóink 24 órán belül felveszik Önnel a kapcsolatot.
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