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Sales
Pipeline & quotes
The Sales department accelerates the sales cycle. Origin 137 connects CRM and price lists, generates compliant quotes and traces each validation for steering and audit.
Problem
Quotes and pricing must be consistent, traceable and aligned with commercial rules while remaining quick to produce.
Impact
Consistent quotes, shorter sales cycle and full traceability for audit and steering.
Solution
- Connect CRM, price lists and business rules (discounts, approvals) in one flow.
- Generate quotes from approved presets and verify rules (thresholds, approvals).
- Route quotes by amount or risk (manager, legal, pricing validation).
- Keep a full history of versions and validations for audit.
Control points
- •Centralised pricing and discount rules
- •Validation by threshold (manager, legal)
- •Quote and decision history
Indicators
- •Quote generation time
- •Quotes accepted without change
- •Validation rule compliance
Concrete examples
- •Standard quote with threshold approval
- •Custom quote with manager/legal approval
- •Pipeline tracking and automated follow-ups
Typical tools
SalesforceHubSpot CRMCPQExcel
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