The starting point
A business receives enquiries through email, calls and referrals. Several people take part in a sale: the salesperson clarifies the need, a colleague prepares the quote and a manager approves the terms.
Business use case
Track B2B enquiries, quotes and follow-ups
Connect each customer enquiry to its quote, owner and next action.
B2B sales and services
Business owners, salespeople and sales administrators.
What makes the work harder
Quotes have several versions and follow-ups stay in personal calendars. When a colleague takes over a case, they do not know what was promised or when to contact the customer.
What the team needs
Understand the enquiry
Find the need, contacts and terms to clarify.
Share the quote
Know which version was sent and approved.
Prepare the follow-up
Assign an action and record the customer’s decision.
The workflow in the tool
From enquiry to decision
Tracking connects the sales need with a next action.
- 01
Receive
Company, contact and enquiry
- 02
Qualify
Need and terms to clarify
- 03
Propose
Quote reviewed and sent
- 04
Follow up
Follow-up or decision recorded
- Enquiry
- Need · contact
- Proposal
- Version · approval
- Next step
- Owner · next action
Where does tracking break down between an enquiry and the response to a quote?
A solution organised into modules
Companies and contacts
Contacts, ownership and conversation history.
Sales enquiries
Need, stage, owner and documents.
Quotes
Versions, approval and proposal status.
Next actions
Due date, follow-up and reason for closure.
Where to start
- Describe the enquiry workflow
- Define stages and ownership
- Check tracking with the sales team
Points to define
- Access to commercial terms
- Quote version history
- Collection limited to useful information
What to check before launch
- Each open enquiry has an owner.
- The sent quote version remains identifiable.
- Taking over a case reveals its next action.
What the tool should make easier
Prepare the next conversation with the right quote, context and clear ownership.
Let’s build a tool that fits your organisation.
Where does tracking break down between an enquiry and the response to a quote?