Complex projects, from first contact to after-sales follow-up
In an industrial SME that designs custom equipment, a deal takes several weeks of exchanges before signature: site visits, calls, e-mails with the customer and the engineering office, change requests, new pricing versions. Once the quote is signed, production, purchasing and installation teams take over in their own tools. Commitments made during the negotiation get lost along the way, and after delivery nobody can easily find what had been agreed with the customer.
The CRM handles follow-ups well, but not the complexity of projects: exchanges are scattered across e-mails, calls and attachments, adjustments are not linked to the quote versions, and the handover to execution teams (ERP, planning, site or maintenance tools) happens by e-mail or in meetings. After-sales follow-up (snags, warranties, customer requests) starts from scratch, and every time a file is picked up again, time is lost.
- 01 Map the full deal cycle, from first contact to signature, then to delivery and follow-up, with the teams and tools involved at each step.
- 02 Bring exchanges, change requests, quote versions and commitments together in a single deal file, linked to the CRM, the pricing tool and the execution teams’ tools, without replacing them.
- 03 Automatically pass on to execution teams what was sold and agreed, and bring delivery progress back into the file.
- 04 AI agents that summarize exchanges, prepare new quote versions while flagging the differences, and track snags and requests after delivery, approved by the team.
- The full history of every deal, shared from sales to execution
- Quote versions traced and compared
- A handover with no information lost
- After-sales follow-up that starts from the file, not from scratch