Accounts, meetings, opportunities. A pipeline that is always up to date.
Each account brings together its contacts, its meetings and its opportunities. The pipeline works by dragging cards, follow-ups land on the calendar, and managers see where deals come from: who sourced them, who owns them, what they are worth.
- Contacts in a phone, opportunities in a spreadsheet.
- A meeting report that stays in a notebook.
- Follow-ups promised, and forgotten.
- Managers rebuilding the pipeline every Monday.
- One account, and everything that relates to it: contacts, meetings, opportunities.
- Each meeting entered once, on the account record.
- Every opportunity has its next follow-up, on the calendar.
- The pipeline and dashboards are up to date, with no reporting to redo.
From first meeting to deal won, in five steps
Sales reps enter data once; the dashboards are calculated from what they entered.
- 01
The account
Every client or prospect has its record: its contacts, its meetings, its opportunities, in one place.
A business card, a file, a mailbox.One account record, and everything that relates to it. - 02
The meeting
The sales rep logs the meeting on the account record: topics discussed, the client's interest, the planned next step.
The meeting report written in the evening, if anyone remembers.The meeting entered once, on the account. - 03
The opportunity
A next step gives rise to an opportunity, with its line of business, its amount and its stage. It moves along the kanban board in one gesture.
A pipeline in a spreadsheet, updated on Mondays.A pipeline that moves with the deals. - 04
The follow-up
Every opportunity has its next follow-up. The calendar shows the week's follow-ups; a click on a day adds one.
Follow-ups promised, then forgotten.Every follow-up has its date and its owner. - 05
Management
Managers follow the funnel from meetings to next steps, interest by line of business, opportunities by subsidiary, and who sourced or owns each deal.
Reporting rebuilt every week.Calculated dashboards, always up to date.
A CRM that stays within the company
- Everyone sees what they should see. Rights are granted per application and per table: a sales rep, a manager, a subsidiary.
- The figures are calculated. Dashboards read the data entered: no copy, no separate reporting.
- The group CRM stays fed. A sync queue sends the data to the group's tool, and shows what has gone through.
- The data stays with the company. On its server, with the same rights for people and for AI.
Atelier Durand · meeting
| Contact | Claire Durand, manager |
|---|---|
| Interests | Invoicing, site tracking |
| Next step | Proposal to send |
| Opportunity | €6,900 · Proposal stage |
| Follow-up | Thursday |
| Sourced by | West subsidiary |
Follow-up Thursday. It appears on the sales rep's calendar and in the pipeline.
Fictitious data.
Where deals come from, and who owns them
In a group with several subsidiaries, a deal sourced by one is often owned by another. The dashboards show it, with no file to consolidate.
- A click on a bar or a cell shows the opportunities behind the figure.
- Views are shared between managers, with the same rights.
- Sales reps have nothing extra to enter.
The funnel of meetings that lead to a next step.
What each offer is worth.
Each subsidiary's share of the deals.
How to offer it to your clients
Who for
- SMEs that track their deals in a spreadsheet.
- Networks and groups with several subsidiaries that want to see cross-company deals.
- Sales teams that want one tool for everyone.
What you sell
- Setting up accounts, stages and lines of business.
- Importing existing contacts and opportunities.
- Managers' dashboards, and sync with the group's tool if there is one.
- Ongoing follow-up, from ProAdmin.
Lines that work
“Your pipeline up to date, with no Monday reporting.”
“Every meeting logged, every next step kept.”
“At last you can see where your deals come from.”
What clients ask
Do we have to drop our current CRM?
Not necessarily. In the demo, the application serves the field team and a sync queue feeds the group CRM. For an SME with no CRM, it can also act as one.
Who sees what?
Rights are granted per application and per table, to ProAdmin people and groups. A sales rep can be limited to their own accounts.
Can the stages and lines of business be adapted?
Yes. They are application data: you change them without a developer.
What runs this case
Are your clients still tracking their deals in a spreadsheet?
Offer them this case. ProSuite provides the platform and keeps it evolving; you keep the relationship and the advice.