When interest is meant to become a contract – and the path in between doesn’t explain itself.
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 instead of Excel and gut feeling.
How you’ll recognize yourself
Angebote werden geschrieben, aber niemand verfolgt sie systematisch nach.
Der Forecast ist im Kern Bauchgefühl – mit etwas Excel garniert.
Bei komplexen Produkten dauert die Angebotserstellung zu lange oder ist fehleranfällig.
Bestandskundenanfragen versanden, weil keine klare Verantwortung greift.
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 real signals.
Contract
Clean handover to order and ERP.
What we concretely do
Proposal configuration
Complex, multilingual pricing models for products that need explaining.
Automated follow-ups
Sales Intelligence for existing customer business. Detects patterns in buying behavior, identifies cross- and upsell potential and warning signals.
Reliable forecasting
Forecasts based on real pipeline signals instead of estimates.
ERP connection
Seamless handover from proposal to order and invoicing.
Reliable lead handover
Even with webhook errors, no lead and no marketing budget is lost.
Pipeline visualization
Kanban and dashboards that make the status visible at all times.
From practice
Three mid-sized industrial companies for which we implemented exactly this process.
Manufacturer of technical equipment
Complex, multilingual pricing models for products that need explaining.
Industrial company, international sales
Sales Intelligence for existing customer business. Detects patterns in buying behavior, identifies cross- and upsell potential and warning signals.
Technical B2B mid-market company
Continuous process from first contact to contract conclusion.
Which tool fits you?
In principle, both platforms – SugarAI and SpiceCRM – can meet this requirement. Which one fits better depends less on the product than on your specific starting situation.
Your requirements
Complex, multilingual pricing models for products that need explaining.
Reusability
Sales Intelligence for existing customer business. Detects patterns in buying behavior, identifies cross- and upsell potential and warning signals.
Specific details
The decisive nuances that only emerge in direct conversation.