Sales representative
Works with customers, conversations, quotations and follow-up tasks.
OCTO · Ready solutions
CRM and Sales
Keep customer conversations out of scattered personal notes. Track opportunities, quotes and next steps together.
How does it work for your business?
- See customer history: conversations and follow-up tasks together.
- Track opportunities: make owners and next steps clear at every stage.
- Adapt quotation workflows: change fields and approvals around your business.
EVERYDAY USE
From a need to an everyday workflow.
We can adapt this example flow to your responsibilities and record structure.
- 01
Record the customer and contact; note the need and next step.
- 02
Manage the opportunity with an owner, stage and follow-up date.
- 03
Create product or service quotation lines and track revisions and line status.
- 04
Convert the approved quotation into an order and continue after-sales follow-up with tasks.
Enlarge screen ↗Who does what?
Example responsibilities; access is configured during implementation.
Sales manager
Reviews opportunities, owners and pending quotations.
Operations
Works from approved order and delivery information.
Adapt it to your business.
- Opportunity stages
- Customer and conversation fields
- Quotation approvals
- Follow-up tasks and report filters
Changes are assessed for their effect on data, permissions and existing records, then deployed after testing and user review.
Frequently asked questions
Do we re-enter information after a quotation?
The documented quotation flow converts approved quotations into sales orders, transferring header and line information.
Is CRM ready-made or custom built?
Existing customer and sales screens provide the starting point. Opportunity stages, follow-up tasks and custom fields are agreed during project analysis.
Where shall we start?
ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.