AX-05 · Operate
CRM and order-to-cash
Leads, opportunities, quotations, sales orders, and the handoff into delivery and invoicing.
Typical length: 3–6 weeks
Outcome
A quote that becomes an order without retyping, with prices, taxes, and credit rules applied the same way every time.
Who it is for
- Sales teams keeping pipeline in inboxes
- Businesses with complex price lists or customer-specific rates
- Teams that need a manager to approve a discount
What is included
- Pipeline
- Lead sources, opportunity stages, and the point where a quotation is allowed. Lost reasons are a short list, not a free-text habit.
- Pricing
- Price lists, customer groups, and promotional or volume rules you can explain. Currency follows the customer.
- Quotation to invoice
- Quotation, sales order, delivery note, and sales invoice, including partial shipment and a sales return path.
- Approvals
- Workflow when discount, credit limit, or order value crosses a line a manager must see.
How the work runs
- 01Map the saleFrom first conversation to cash, including who may change a price.
- 02Set mastersTerritories, customer groups, price lists, and terms.
- 03Rehearse three dealsA standard order, a discounted order, and a partial delivery.
Deliverables
- Sales process map
- Price list workbook
- Approval rules
- Saved pipeline and ageing reports