Building technology
A sales workspace from first call to order
Customer memory, quotations and order intake in one place, connected to the ERP and the mailbox.
The problem
A technology manufacturer sells through a network of installers. Customer knowledge is spread across spreadsheets, shared folders, the ERP and individual mailboxes, and much of it sits with the sales reps themselves.
Quotations are built in complex workbooks and orders are retyped, so prices and items can differ between quotation, order and invoice. Follow-up depends on memory: which call is due, and which mail is still unanswered?
The journey
A contact, with full history
Your teamThe rep opens an installer and sees every contact moment, quotation and order at once.
Follow-up comes to you
NovaA call list and unanswered mails are prepared each day, with the context of the last contact.
The quotation is built
Your teamThe rep builds the quotation in the workspace, with the configuration knowledge built in.
Items and prices are checked
NovaEvery line is checked against the ERP, and differences are flagged before anything is sent.
Quotation becomes order
Your teamAfter confirmation, the order is created without retyping and the rep gives the final approval.
One view of the figures
Your systemsQuotation, order and invoice match line by line, and feed the statistics and forecast.
Nova's solution direction
One workspace on top of what exists
The ERP and Microsoft 365 stay in place. Sales works in one layer on top of them.
A customer memory that stays
Knowledge moves from individual reps to the company, available to whoever picks up the call.
Checks before errors happen
Item and price control is built into the quotation, rather than discovered on the invoice.
Step by step
Starting with the core of contacts and quotations, with a clear go or no-go after a short pilot.
Anonymised use case, based on a real brief in our studio. Names and identifying details have been left out. It describes a solution direction, not a measured result.
