Sales solutions that clear the bottlenecks between lead and order.
Quotation management, order processing, pricing and assortment, fundraising pipelines: ready to use, adapted to your CRM, your ERP and your process.
Bottlenecks we solve in sales
- Quotes take days because specs, costs and past prices sit in different systems
- Incoming customer orders are retyped into the ERP by hand
- Price and assortment decisions across thousands of SKUs are made in spreadsheets
- Fundraising pipelines: pledges, grants and major donors are chased by hand
Solutions for sales
Autonomous Quotation Management
Converts RFQs into ERP-ready quotations.
Manufacturing Customer Order Management
Takes customer orders from receipt to ERP execution.
Wholesale Order Processing
Converts incoming customer POs directly into validated ERP orders.
B2B Quotation Management
Produces customer quotations autonomously.
Markdown Management
Determines and executes clearance actions.
Retail Price Management
Continuously monitors and proposes executable price changes.
Category Performance Management
Turns category data into executable actions.
Assortment Change Management
Automates SKU range decisions and execution.
Commercial Credit Memo Production
Produces complete credit papers automatically.
Client Onboarding Orchestration
Coordinates complex institutional/private-banking onboarding.
Donation Reconciliation
Matches donations to donors, campaigns and funds.
Grant Opportunity Qualification
Identifies grant opportunities worth pursuing.
Grant Application Production
Produces submission-ready grant applications.
Pledge Collection Management
Manages outstanding donor pledges.
Major Donor Pipeline Management
Continuously develops major-gift opportunities.
Donor Retention Management
Automatically intervenes before donors lapse.
Corporate Partnership Qualification
Builds and manages corporate partnership pipeline.
Donor Due-Diligence Processing
Screens prospective donors and funding relationships.
Which bottleneck is costing you the most?
Tell us your industry and the bottleneck and we'll show you the solution that fits.
Talk to an industry expert