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Sales Operations

The sales pipeline, from lead to invoice.

We build sales systems around the way your company works.

Let’s talkWhat we build
Two colleagues reviewing a sales-process plan at a studio table.

Sound familiar?

These come up most often in a first conversation. You don’t need everything figured out.

Tell us about yours

  1. You have a CRM, but sellers work around it.

    We review with sellers what slows their work down and what can be left out.

  2. Different teams sell in different ways.

    We separate shared practices from those that need a team-specific setup.

  3. You want to keep your current system.

    We first establish what can be fixed with your existing tools and where something else is needed.

What we build

  • CRM structure and reporting

    Properties, ownership and views that give management and sales the same picture.

  • Reminders and follow-up

    Seller tasks and reminders for open accounts without manual work.

  • Data migration and cleanup

    Contacts and history from existing systems, with duplicate records merged.

  • Sales process optimisation

    Reviewing your pipeline, identifying bottlenecks and establishing shared practices.

  • Integrations

    Connecting your CRM to ERP and other business software.

  • Quotes and sales communication

    Quote templates and automated follow-up messages in the seller’s daily workflow.

  • Training and support

    Training your sales team to use the system, with technical support during use.

How the work runs

Campaign operation is also available through our outreach service.

  1. 01

    Map the current process

    Review the process with your sellers.

    Outcome: Current-state map and implementation plan

  2. 02

    Build

    Build and document the agreed changes.

    Outcome: Configured CRM and documented settings

  3. 03

    Test with real deals

    Follow a test deal through each system.

    Outcome: Pipeline tested with real deals

  4. 04

    Launch and train

    Train sellers for daily use.

    Outcome: Trained team and user guides

A workstation and monitor in a software office.

“It has been easy to continue working together on new areas after the first assignment…”

Juha VäyrynenCEO, SovelluskehittäjätTranslated from Finnish
All testimonials
Example

A pipeline that does the manual work

  1. 01 / 05

    Leads from every channel

    Email, WhatsApp, LinkedIn, web forms and calls land in the same pipeline with their source.

  2. 02 / 05

    The lead reaches the right seller

    The lead goes automatically to an available seller, and the client books a meeting straight into their calendar.

  3. 03 / 05

    Proposals go out automatically

    When the stage changes, a proposal is built from CRM data and sent without manual work.

  4. 04 / 05

    Contracts signed online

    An accepted proposal becomes a contract the client signs electronically.

  5. 05 / 05

    The invoice creates itself

    A signed deal moves to accounting and invoicing. Sellers can focus on the next client.

Illustrative example. Names and companies are made up; the steps are agreed around your process.

Get in touch

Tell us briefly about your situation and we will get back to you. You can also book a time straight from the calendar.

Send a messageBook a time

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  4. Websites

    Content and structure, visual design, technical build and ongoing development.

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