B2B Services
Streamline quoting, billing and partner portals with integrated B2B service management platforms.
The B2B service company paradox
In the service organisations we support, sales teams utilise less than a third of their CRM functionality. Clients regularly ring to obtain information about their ongoing projects.
This situation particularly affects consultancy firms, mid-size IT services companies and chartered accountants. We meet directors who have invested in high-performance tools, but find that their teams circumvent the processes.
Sales staff enter the bare minimum into the CRM, preferring their personal Excel spreadsheets. Consultants manage their assignments by email, without centralised visibility. Clients wait several days to receive an update on the progress of their case.
- Commercial proposals drafted manually, with lead times of 3 to 5 days
- Client follow-up by email and telephone only
- Month-end invoicing, with manual reminders
- No visibility on profitability of ongoing business
Timesheets arrive at month end, expense claims a week later, and fees are invoiced against an estimate rather than time actually recorded. The gap surfaces at closing.
A tender response is put together by several people, with documents living in three shared folders and a deadline that does not move. The latest version of the technical proposal is hunted for while the clock runs.
Our pragmatic approach to commercial digitalisation
Starting from practical usage
We first analyse how your teams actually work, not how they should work according to the manuals. This approach enables us to identify the real barriers to tool adoption and design solutions that align with existing business practices.
Automating the essential
Rather than revolutionising all your processes, we focus on automating the repetitive tasks that waste time. The objective: to free your staff from multiple data entry and give them real-time visibility on their cases.
« The best digital tool remains the one that your teams use naturally, without three days' training. »
Solutions for real problems
Optimisation of your existing CRM
In the organisations we support, sales teams circumvent their CRM because it doesn't on manual drafting of commercial proposals through automated generators following process optimisation aligned with teams' field practices through real-time visibility provided by the dedicated portal This firm specialising in supporting industrial SMEs managed their projects via Excel and email. Consultants spent 2 hours daily searching for information on their current assignments. Clients regularly called to enquire about the progress of their cases. We developed a client portal connected to their CRM, with real-time tracking of deliverables and project milestones. Each consultant has a unified dashboard for their assignments. Measured result after 8 months: teams now dedicate 6 additional hours per week to client assignments, rather than administrative tasks. The number of client calls has halved.Key Performance Indicators
Industrial Organisation Consultancy
on manual drafting of commercial proposals through automated generators
following process optimisation aligned with teams' field practices
through real-time visibility provided by the dedicated portal
Industrial Organisation Consultancy
This firm specialising in supporting industrial SMEs managed their projects via Excel and email. Consultants spent 2 hours daily searching for information on their current assignments. Clients regularly called to enquire about the progress of their cases. We developed a client portal connected to their CRM, with real-time tracking of deliverables and project milestones. Each consultant has a unified dashboard for their assignments. Measured result after 8 months: teams now dedicate 6 additional hours per week to client assignments, rather than administrative tasks. The number of client calls has halved.
From quote to invoice
We connect commercial configuration, team allocation and billing so an accepted quote becomes a scheduled assignment with no re-entry and no double check.
Chartered accountancy firms must manage strict regulatory deadlines. IT services companies juggle between fixed-price projects and time and materials contracts. Consultancy firms work on long sales cycles with multiple stakeholders.
This diversity obliges us to propose modular solutions, which adapt to the rhythms and constraints of each profession. We avoid generic tools that force you to modify your working methods. The challenge: to save your teams time, not waste it on training and adaptation.
Key Performance Indicators
on manual drafting of commercial proposals through automated generators
following process optimisation aligned with teams' field practices
through real-time visibility provided by the dedicated portal
Industrial Organisation Consultancy
This firm specialising in supporting industrial SMEs managed their projects via Excel and email. Consultants spent 2 hours daily searching for information on their current assignments. Clients regularly called to enquire about the progress of their cases. We developed a client portal connected to their CRM, with real-time tracking of deliverables and project milestones. Each consultant has a unified dashboard for their assignments. Measured result after 8 months: teams now dedicate 6 additional hours per week to client assignments, rather than administrative tasks. The number of client calls has halved.
Accelerate your digital trajectory in the B2B Services sector
Our sector experts work with you to define the roadmap tailored to your challenges.
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