Sales pipeline built directly on business software — stop double data entry
Your sales team enters customer data into two systems. For checking existing customers in the business software, for checking the ongoing sales processes of the sales platform. With a large team, there is a particularly high risk of someone receiving multiple calls or missing an important client. Customer data is not in one place and the sales person has to switch between different programs.
Within the automation of business processes, Lumav builds a sales pipeline directly on top of a business software or database. One system, one source of truth, zero duplicate data. Erply Gold Partner since 2014 — we know the Erply API inside and out.
Why your sales team is wasting time on duplicate data
Imagine a typical work day. A new company is calling — interested in your products. The salesman opens the database of existing customers: does this company already exist? Then opens the sales platform: Has anyone else talked to them yet? Two systems, two searches, zero certainty.
This is one of the most troublesome problems for sales professionals. In addition to double data entry, this also means inaccurate reports and other problems.
Double entry
Adding a new customer to both the business software (invoices, offers) and the sales program (sales process).
Double check
Before making contact, it is necessary to check whether the company already exists in two systems.
Scattered information
Quotes are stored in the sales platform, the invoices are in the business software, the sales history is partially in two places.
Customer information is scattered
There is no single database where you can see the customer’s notes, previous orders, etc.
The result?
A salesperson spends time re-entering data, not selling. And the manager does not get a reliable overview — because the data is scattered.
Sales pipeline built directly on business software — all information in one place
Lumav’s business customer sales pipeline is a separate layer directly on top of the business software database. This means that your sales team can see and manage everything from one place — without double entering data.
All customer data in one place
The sales person has a clear overview of the orders, sales notes, agreements, etc. that have been displayed so far. The system can integrate customer information from both public and internal sources in a clear, accessible view.
Kanban sales pipeline — a visual overview of each deal
All deals have statuses on the screen that you can change yourself: prospect, meeting, quote, quote approval. You can immediately see where each deal stands and how long it has been in that stage.
Each salesperson has their own private pipeline view. Each salesperson sees their own deals, while managers have a complete overview.
Search — check now if the company exists in the system
Enter a name and the system immediately searches the Erply database. Does this company already exist? Does anyone have a deal with them? The result appears in the drop-down menu — OÜ, AS and other abbreviations are detected by the system itself. No need to open two systems anymore.
Activities and calendar — calls, meetings, offers in one place
You save activities for each deal: call, e-mail, offer, contract, meeting. You set the date and time — the activity appears in the calendar. Follow-up system.
Want to see what the sales pipeline looks like with your data?
Additional option for Erply customers – custom sales program directly on Erply
As an Erply Gold partner, Lumav can build particularly ambitious B2B sales automation solutions directly on top of Erply. Not a separate system exchanging data via an API — but the same database, different view.
Erply’s separate CRM
Sales pipeline directly on Erply
Lumav has been integrating Erply solutions since 2014. We know Erply’s database structure, API capabilities and limitations. Based on this experience, we can quickly adapt the sales pipeline to your needs.
Future vision — sales analytics and AI
The first phase of the sales pipeline solves the problem of double data entry. The second phase, however, goes further — it gives your sales team tools that a standard CRM does not offer.
Customer-specific sales reports
Automatic notifications about activities
Interface of external or internal information sources of Infobank and others
The vision is to create sales software that gives a competitive advantage. The first phase — the sales pipeline — is already underway. The second phase evolves with customer feedback.
A working solution backed by experience
A working solution
Lumav’s sales pipeline is not a concept — it is a working solution that is actually used and was built by a B2B sales practitioner with 25 years of experience.
Ask for a sales pipeline demo
Your sales team deserves a better tool. Ask for a sales pipeline demo →
Frequently asked questions
In which case do I have to abandon the current sales software?
It makes sense to switch to an interfaced sales software if your customer’s sales are particularly consultative and require an overview of the customer’s business before picking up the phone. The sales pipeline directly on top of Erply solves a specific problem: double data entry disappears and the sales history is in one place. If your team is satisfied with the current software and uses all its functionalities, and the collection of background information about the customer is otherwise automated, there is no need to switch to it. For Erply customers, whose solution is created as an app directly on top of the database, they can get it on especially favorable terms.
How long does it take to deploy a sales pipeline?
The first phase will typically take a few weeks to deploy. We analyze your sales process, adjust statuses and views, and create the necessary interfaces. If the data comes directly from Erply, no data migration is required.
I am an Erply customer: Does the sales pipeline also see past Erply sales history?
Yes. Since the sales pipeline works directly on the Erply database, you can see everything that is in Erply — previous invoices, offers, orders, customer data, customer contacts, addresses, etc. No need to import or sync anything, everything happens in real time.
What happens if I want to change CRM in the future?
Your data belongs to your company and will remain so. For Erply customers, it is a layer that displays information, not a separate database. The data is not locked.
What happens when a sales lead becomes a customer?
If running on the same database, the status of the deal simply changes. It is possible to create an infinite number of deals for one customer and receive reminders about them.
Didn’t find an answer to your question? Contact us and we will answer you personally.
