From first interest to signed contract – a path that is often bumpy.
For B2B sales with products that need explaining, the path from first contact to signed contract is rarely straight. We make it predictable – with clear processes and validation instead of just gut feeling.
How you’ll recognize yourself
Requests are scattered across various tools and insufficiently qualified.
Sales opportunities aren't captured in the system in time and go stale. Close probability is inadequately validated.
Card 3: The process from creating and handing over to following up on quotes is error-prone and time-consuming.
Management struggles to get forecasts delivered on time and reliably.
Sounds like your situation?
This is what the process looks like when it runs
A continuous flow from the first signal to the close – every step traceable, much of it automated.
Inquiry
Leads land reliably in the CRM – from every source
Qualification
Relevance and need assessed in a structured way
Proposal
Complex prices done correctly, also multilingual
Follow-up
Automated reminders instead of forgetting
Forecast
Forecast based on sales opportunities weighted by validity
Contract
Clean handover to order and ERP
What we concretely do
Reliable lead handover
A seamless, swift process – no lead is lost
Pipeline visualization
Proposal configuration
Automated follow-ups
Reminders and follow-ups so that no proposal is left behind.
Reliable forecasting
ERP connection
From practice
Mid-sized industrial companies for which we implemented exactly this process.
Manufacturer of industrial presses
International B2B sales with products that need explaining, where every proposal had to map complex pricing logic in multiple languages – previously a manual, error-prone step. We configured the proposal flow so that variants and prices stay consistent, no matter which country the sale is made in.
Manufacturer of stamped and hybrid parts
The internal sales team worked without a continuous process, and the calculation risks of a proposal often stayed in individuals’ heads instead of in the system. We mapped the sales process from first contact to close – including the ability to communicate calculation risks early and traceably, instead of discovering them only at the order stage.
