A pipeline that reflects reality, not optimism.
Opportunities with real stages, quotes that go out the same day and forecasts you can base decisions on.
The forecast says one thing and the close says another.
What happens in sales teams without a system.
Every salesperson with their own Excel
Customer information lives on the salesperson's computer. If they leave, it leaves with them.
Quotes that take days
Putting together a proposal means asking for prices, hunting for templates and waiting for approval by email.
Forecast based on optimism
Everything is “about to close” until it doesn't. Without stage criteria, the forecast is useless.
What gets up and running.
It's implemented in stages, in the order that least disrupts your operation.
Stages with criteria
Each stage with an objective condition to move forward, not the salesperson's gut feeling.
In minutes
Templates with current prices, approval by amount and immediate sending.
Complete history
Everything discussed, quoted and purchased, available to anyone on the team.
Follow-up without having to remember
A required next action for each opportunity, with a reminder.
Weighted and auditable
Projection by stage and probability, comparable against what actually closed.
Automatic calculation
Schemes by salesperson and product, calculated when the sale closes.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load customers, catalog, price lists, stages and commission schemes.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Can salespeople work from their phones?
Yes, activity logging and customer lookups from any device.
Does it integrate with invoicing?
Yes, the approved quote becomes an order and an invoice without re-entering anything.
Can I control discounts?
Yes, with limits by amount and mandatory approval when they're exceeded.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
Size of the sales team, complexity of the price lists and commission schemes. How many people will use it, how much data needs to be migrated and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
Let's get you a forecast you can trust.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI