Sales Application

In many businesses, the steps between a customer's enquiry and a delivered order sit in different hands, with gaps between departments. A sales application connects those steps into one flow, so fewer things fall through the gaps and your customer stays informed.

A typical flow we build

• An enquiry, for example from a form on your website, notifies the salesperson
• Costing produces a proposal, finance approves it, and the quote is emailed to the customer
• The customer accepts online and uploads their purchase order, and a proforma invoice is raised
• Payment terms for each customer are held in the system
• Payment confirmation can notify production, and completion comes back to sales
• The order becomes a delivery order, with the warehouse told what to pick and the paperwork generated
• Every party is notified at each step until the order closes

Why it helps

One connected flow keeps your customer up to date at every step, and keeps payments on track. The system can also flag where an order must stop or pause.

How we work

1. Understand how you work. We study how your business runs and talk with the owners and the people who will use the system, before anything is built.
2. Start with a proper first version. A working first version that covers what matters most to you. No half-built systems.
3. Build with your users. We sit with your team while they use it, and shape the system around their real workflow.
4. Support and improve. Once it is live, we keep improving it with your feedback. If something is working well, we leave it alone.

Frequently asked questions

Want to talk it through? Book a free discovery call.