Leads, Opportunities and Sales,With a Clear Handoff.
Connect lead qualification, opportunity stages, customer contacts, follow-up work and quotations. Evaluate the handoff into sales orders, invoicing and finance using your operating scenarios.
Sales and CRM workflows to demonstrate
These capabilities are grounded in the implementation. Confirm role permissions, document rules, integrations, reporting and exceptions in the proposed configuration.
Lead imports and qualification
Import lead records with field mapping and duplicate handling, assign ownership, qualify leads and convert them into customer or opportunity records. Demonstrate your source data, assignment rules and required fields, including duplicates and rejected rows, before accepting the import process.
Opportunity pipeline stages
Track opportunities through stages and record won or lost outcomes. Review ownership, amounts, close reasons and the resulting customer or sales records with your team. Automatic transitions, forecast accuracy and the exact pipeline interaction should be demonstrated in the proposed configuration.
Quotations, orders and invoices
Create quotations from linked opportunities and use the implemented sales-order and invoice services to convert eligible quotations. Demonstrate status and expiry rules, customer terms, credit controls, item quantities, discounts and tax configuration. Review the actual resulting documents rather than assuming every conversion route behaves identically.
Contacts and relationships
Create and update contacts, link them to customer or lead records, designate a primary contact and manage active status. Use a business with several contacts to demonstrate duplicate handling, record ownership and required access permissions. Confirm any external address-book or communication connection separately.
Activities and follow-up work
Create, assign, start, complete, reschedule or cancel activities and create follow-up records. Review upcoming and overdue work with the responsible salesperson. Demonstrate notification delivery, email or calendar connections, templates and channel requirements individually; activity records alone do not establish automatic capture of every call or email.
AI-assisted lead prioritisation
Lead scoring combines configured AI assistance with rules and fallback behaviour. Use representative records to inspect the score, explanation and recommended action. Treat it as prioritisation assistance, not a statistically validated win probability or a guaranteed sales improvement. Confirm data access, provider availability, approvals and usage scope.
Review the workflows your team needs.
Confirm the modules, deployment, services, integrations and usage included in your proposal.
- Lead import mapping, duplicate handling and ownership
- Lead qualification and conversion
- Opportunity stages and won/lost records
- Customer and lead contact relationships
- Activities, rescheduling and follow-up records
- Eligible quotation conversion into orders and invoices
- AI-assisted lead scoring with rules fallback
- Modules, connections and services agreed by proposal
Tailor this module to your business.
Your system is fully flexible. Tell us what you need — new fields, workflows, reports, custom logic — and our team builds it for you.
Bring a lead, a quotation and a changed order to the demo.
Follow the customer handoff through CRM, sales and finance. Review duplicates, permissions, approvals, documents and reporting, then agree the configuration and integration scope.