Processes
Automate repetitive steps and connect the decisions that matter. Each process keeps its context, owner and next action.
Start with the sales target and ideal customer profile. Build a list of relevant accounts, review the research and prepare outreach.
Sales target and ideal customer profile
Relevant accounts, ready for review
Companies and people in the same context
Reviewed data before import
A clear owner and next action
Research and enrichment use configured providers and budget caps. The team reviews results before import and decides whom to contact.
Keep the context as a lead becomes an opportunity, a quote is accepted and delivery starts. Finance sees the terms and billing plan.
The source and qualification criteria
History, value and the next action
What you promised and on which terms
The delivery and billing plan
Invoices and payment status
Commercial events can trigger configured workflows for assignment, tasks, notifications and follow-up. Billing and reconciliation depend on agreed connectors and rules.
Give partners access to the right catalog and terms. Connect quote requests and orders with approval, stock and documents.
Customer-specific catalog and terms
Products, quantities and quote request
Credit terms and the approval decision
Order, availability and reservation
Delivery status and supporting documents
The portal supports customer-specific terms, quick orders and partial deliveries. ERP and EDI integrations are scoped around the systems, formats and partners involved.
Start with the sales target and ideal customer profile. Build a list of relevant accounts, review the research and prepare outreach.
Research and enrichment use configured providers and budget caps. The team reviews results before import and decides whom to contact.
Keep the context as a lead becomes an opportunity, a quote is accepted and delivery starts. Finance sees the terms and billing plan.
Commercial events can trigger configured workflows for assignment, tasks, notifications and follow-up. Billing and reconciliation depend on agreed connectors and rules.
Give partners access to the right catalog and terms. Connect quote requests and orders with approval, stock and documents.
The portal supports customer-specific terms, quick orders and partial deliveries. ERP and EDI integrations are scoped around the systems, formats and partners involved.
Booking, confirmation and follow-up in a visible flow, with team intervention when needed.
Workflows have execution history and can be stopped. Email, SMS, WhatsApp and voice agents require channel configuration and applicable consent.
The next step
Start with a demo. Continue with your processes, data and goals.
