Manufacturing
Manage B2B enquiries, distributor relationships, quotations and long sales cycles.
Discuss your needs →A clearer view of every customer
From first enquiry to lasting partnership
Customer information can become scattered across spreadsheets, emails and individual follow-ups. A structured CRM process gives your team one place to manage prospects, record interactions, track opportunities and plan the next step.
One customer recordKeep important account and contact details together
Visible sales stagesUnderstand the status of each opportunity
Consistent follow-upMake activities and next steps easier to manage
Lead to opportunityLead management
Give every promising lead a clear next step
Capture enquiries, record where they came from and assign ownership. Help sales teams qualify prospects consistently and avoid losing opportunities when follow-ups are missed.
- Lead capture, assignment and qualification
- Source, priority and status tracking
- Follow-up reminders and activity history
- Lead conversion into accounts and opportunities
Pipeline visibilityOpportunity management
Move sales conversations forward with confidence
Track potential business from initial discussion through quotation, negotiation and closure. Make the value, stage, expected close date and next action visible to the team.
- Configurable opportunity stages
- Expected value and target closing date
- Competitor, decision-maker and meeting notes
- Win/loss reasons and sales review support
CRM capabilities
Everything your sales team needs to stay connected
Organise customer-facing work around a consistent process, with the information and visibility your team needs to take action.
Lead capture and qualification
Record enquiries, qualify fit and assign clear ownership and priorities.
Sales pipeline
Track stages, opportunity value, expected close dates and next actions.
Accounts and contacts
Maintain organised customer, contact and decision-maker information.
Activities and reminders
Plan calls, meetings, visits and follow-ups with a clear activity history.
Sales analytics
Review pipeline health, sales activity, conversion and forecast information.
Connected workflows
Explore how CRM processes can align with your wider business applications.
A connected customer journey
Help sales, operations and service work from shared context
Customer relationships touch more than the sales team. With well-defined processes and appropriate system integration, relevant customer information can support quotation preparation, order coordination and ongoing service.
Integration scope depends on your existing systems and business requirements. Solis can discuss the workflow that best fits your organisation.
A practical customer journey
Bring structure to each stage of the relationship
Create a repeatable process that helps your team understand where a customer stands and what should happen next.
Stage 01
Capture
Record the enquiry, source, contact details and initial requirement.
Stage 02
Qualify
Understand customer needs, fit, priority and decision process.
Stage 03
Develop
Manage discussions, proposals, activities and opportunity progress.
Stage 04
Grow
Maintain the relationship, support follow-up and identify future needs.
Designed around your business
CRM for relationship-driven teams
Customer workflows differ by industry. Shape the CRM process around your sales cycle, customer type and internal responsibilities.
Professional services
Keep prospect conversations, client contacts, meetings and follow-up activities organised.
Discuss your needs →Distribution and trading
Track account development, product enquiries and opportunities across customer groups.
Discuss your needs →Technology and services
Coordinate sales conversations, proposals, decision-makers and account growth.
Discuss your needs →Why a structured CRM approach
Less chasing for updates. More time for customers.
A CRM system is most useful when it reflects the way your team actually works. Start with clear ownership, consistent data and a manageable follow-up process, then expand reporting and automation as your needs mature.
Clear accountabilityKnow who owns the next action.
Consistent informationReduce fragmented customer records.
Better prioritisationFocus on leads and opportunities that need attention.
Useful visibilityReview activity and pipeline in a structured way.
Ready to see how CRM could work for your business?
Talk with Solis System about your customer lifecycle, sales process and reporting needs. We can discuss a practical approach for your team.
Request a CRM walkthrough →
THE CUSTOMER RELATIONSHIP LIFECYCLE
From the first enquiry to the next business opportunity
Customer relationships are built through a series of connected interactions. A structured CRM process helps teams capture what matters, coordinate the next step and retain useful context as the relationship develops.
Attract
Record enquiries, referral sources, campaigns and incoming business interest in a consistent format.
Understand
Capture customer needs, stakeholders, product interests, timelines and qualification details.
Develop
Coordinate calls, visits, demonstrations, technical discussions and commercial follow-ups.
Convert
Track the opportunity, document the outcome and coordinate the agreed next commercial step.
Grow
Use relationship history to support repeat business, new requirements and ongoing engagement.
ONE SHARED VIEW OF THE CUSTOMER
01 / CUSTOMER CONTEXT
CUSTOMER INTELLIGENCE
Give every conversation the context it deserves
A customer may speak with sales, technical, service and management teams at different points in the relationship. Without a shared record, important details can be repeated, missed or difficult to retrieve.
A disciplined CRM record brings together the customer profile, key contacts, previous interactions, open opportunities and planned actions. Team members can prepare for the next conversation with a clearer understanding of what has already happened and what should happen next.
- Understand the account before a call or visit
- Maintain continuity when responsibilities change
- Record commitments, concerns and agreed next steps
- Build a useful history for future account planning
Clearer sales reviewsFocus on stage, value, timing and next action.
02 / PIPELINE VISIBILITY
SALES EXECUTION
Move beyond a list of opportunities
A pipeline becomes useful when it shows more than a deal name and an estimated value. Sales teams need to understand where each opportunity stands, what is preventing progress, who owns the next action and when a decision is expected.
With agreed stages and consistent updates, managers can review the quality of the pipeline, identify stalled opportunities and focus coaching where it is needed. Forecasts are only as dependable as the underlying information, so the process should make timely updates easy to maintain.
StageWhere is the deal now?
Next stepWhat action is required?
TimingWhen is progress expected?
ADOPTION AND CONTROL
A useful CRM starts with a process people can follow
Technology alone does not create a reliable sales process. Teams need clear definitions, practical fields and a common understanding of when information should be updated.
Define the sales stages
Use clear stage definitions and entry criteria so pipeline reports mean the same thing to everyone.
Make ownership explicit
Assign responsibility for each lead, account and next action, with a clear review routine.
Keep records practical
Capture information that supports decisions and follow-up. Avoid fields that add effort without business value.
Review and improve
Use sales reviews to identify gaps, improve data quality and refine the process as the business grows.
MEASURE WHAT MOVES THE BUSINESS
Make CRM information useful for sales decisions
A CRM should help teams decide what to do next—not simply store records. A focused set of reports can help sales leaders review activity, pipeline health, follow-up discipline and the quality of opportunities in progress.
01LEAD MANAGEMENT
Lead response and qualification
Review incoming leads, source mix, qualification status, ownership and the time taken to progress to a meaningful next step.
02PIPELINE HEALTH
Opportunity progression
Assess opportunities by stage, expected value, target close date, ageing and recorded next action to identify where momentum is slowing.
03SALES FORECAST
Expected business visibility
Consolidate opportunity estimates by period, owner or segment. Use consistent definitions and regular updates to improve forecast discussions.
04TEAM EXECUTION
Activity and follow-up discipline
Monitor planned versus completed actions, overdue follow-ups and activity coverage to support coaching and more consistent execution.
ACCOUNT SNAPSHOTILLUSTRATIVE VIEW
AC
Customer accountAccount owner · Sales team
Open activities04
Active opportunities03
Next follow-upPlanned
Illustrative design concept—not a screenshot of a live Solis product.
TRUSTED CUSTOMER INFORMATION
Build reliable insight on a disciplined data foundation
Reports are only useful when the information behind them is current and consistently maintained. A practical CRM operating model defines what should be captured, who is responsible and when records should be reviewed.
01
Consistent records
Use agreed formats for accounts, contacts, lead sources, opportunity stages and outcomes.
02
Clear accountability
Make record ownership and next-action responsibility visible to the people who need them.
03
Useful governance
Define access, review routines and reporting rules appropriate to the organization and deployment.
A PRACTICAL PATH TO ADOPTION
Start with business priorities. Expand with purpose.
A successful CRM rollout should reflect how your team sells, follows up and reviews opportunities. A phased approach can help establish consistent practices before adding more advanced workflow or integration requirements.
Understand the process
Map lead sources, account ownership, opportunity stages, sales roles and management reporting needs.
Configure the foundation
Agree core records, required fields, permissions, activity types and practical standards for updates.
Adopt and review
Train users around real sales scenarios, establish review routines and refine the process from feedback.
Extend where valuable
Evaluate dashboards, workflow automation and ERP connections according to business value and technical scope.
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Advance your business with connected customer relationships
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