Lead management
Keep lead management visible from initial enquiry through fulfilment and follow-up.
CORE1ERP / SOLUTION FOCUS
Give every opportunity a clear next step.
Pipeline gaps appear when enquiries, quotations and sales orders live in separate systems.
THE BUSINESS CHALLENGE
The cost of disconnected processes.
Pipeline gaps appear when enquiries, quotations and sales orders live in separate systems.
Pipeline gaps appear when enquiries, quotations and sales orders live in separate systems. The difficult part is keeping requests, approvals and financial consequences together as work moves between departments.
THE OPERATING PRIORITY
Give every opportunity a clear next step.
Review lead management, quotations and pipeline reporting in the same operational context, with defined responsibility at each handoff.
CONNECTED CAPABILITIES
Increase Sales: the work that needs to connect
Four areas to examine when assessing how Core1ERP could support your business priorities.
Quotations
Keep quotations visible from initial enquiry through fulfilment and follow-up.
Sales orders
Keep sales orders visible from initial enquiry through fulfilment and follow-up.
Pipeline reporting
Bring pipeline reporting into a shared workflow with accountable owners and reliable records.
IN PRACTICE
From lead management to a recorded outcome
A qualified enquiry becomes an approved quotation and then a sales order.
01Record the lead management requirement with its owner, relevant location and supporting information.
02Connect quotations and sales orders to the appropriate review or approval.
03Use pipeline reporting records to reconcile what happened and report outstanding actions.
BUILT FOR CHANGE
What your team can assess in a demonstration
Shared information
See how lead management and related information can be accessed by authorized teams.
Practical controls
Examine the review points and approval responsibilities around quotations.
Connected reporting
Connect pipeline reporting with management reporting and finance where applicable.
COMMON QUESTIONS
Questions about increase sales
How would Core1ERP fit our increase sales processes?
We would map your current lead management and quotations processes, users, locations and approval rules before recommending a configuration. Final scope depends on the modules selected.
Can we begin with lead management before expanding?
Yes, a phased approach can start with a defined lead management workflow. Data migration, integrations and additional modules would be scoped separately.
What happens when sales orders needs another team’s approval?
Connected workflows can pass relevant records and status updates between authorized users. We would confirm the exact approval path and required modules during discovery.
LET'S DISCUSS YOUR OPERATIONS
Discuss increase sales with our team.
Bring your current process, reporting requirements and the bottlenecks you want to resolve.