Sales and quotes platform
One pipeline from lead to quote to order, replacing untracked quoting, with orders created in Business Central.
Screens
Real interface. Fictitious or anonymized data. Client name withheld.
Context
A building-products supplier whose sales team quotes outside any shared system.
The problem
Quotes were produced outside any shared system, so no one could see the pipeline or the discounts granted. Orders were then re-entered in the ERP.
The constraint
Business Central is the financial system of record. Quotes mix standard and custom items, and discounts need approval.
What we built
- A sales cockpit: KPIs, revenue trend, pipeline by stage, conversion outcomes and the items that need attention
- A quote sheet: line items, a discount-approval workflow and the ERP conversion trail of a quote mixing standard and custom items
- A field-sales view on a phone: pipeline summary, today's follow-ups and recent quotes
How it works
One pipeline runs from lead to quote to order. A discount-approval workflow governs each quote, and a validated quote converts into a sales order in Dynamics 365 Business Central over OAuth2. Field sales use a phone view with the day's follow-ups.
Status
This system is in specification. Results will be added here once it is in production.
Related capabilities
- Custom business applications
- BuildHow a build runs: scoping workshop, three sessions, a system in production.
- RunWhat happens after launch: hosting, monitoring, fixes and new features.
Other systems we have built.
19 systems across hospitality, industry and services.
Manufacturing executive cockpit
Sales, margin, cash and supply chain read nightly from SAP, from the P&L waterfall down to each product range.
Constraint. Figures lived in SAP and in forecast workbooks and were assembled by hand each month.
Five-entity group cockpit
Management no longer waits weeks for an assembled board pack. Consolidated P&L, budget and working capital, live from the ERP.
Constraint. Five entities, an on-premises ledger and a board pack assembled by hand after month end.
Projects and stock platform
Every site followed from signed quote to final payment, with materials reserved from the quote and stock that stays right.
Constraint. No ERP behind it: the platform is the system of record for projects and stock.