Transform customer contacts into measurable opportunities, and opportunities into viable business deals.
The wholesale sales process begins with a visit, meeting, or request recording, and progresses through opportunity assessment, proposal preparation, approval of commercial terms, and contract execution. Managing these steps in isolation can lead to loss of customer information, unreliable sales forecasts, and uncontrolled proposal preparation.
Minerva Sales Process Management enables sales teams to conduct their daily work using a common methodology. Every customer contact is linked to the relevant account, person, product, opportunity, offer, or contract. This allows sales management to track not only the results but also the activities, decisions, risks, and expected next steps that led to those results.
Standardized sales stages
Potential customer and needs identification
Initial contact, visit and activity planning.
Opportunity adequacy assessment
Clarifying product, quantity, budget, and time expectations.
Proposal creation, revision, and approval processes
Negotiation of price, discount, delivery and payment terms.
Drafting, approving, and implementing the contract.
The opportunity turning into an order or recording the reason for the loss
A structure that assists the sales team and strengthens management control.
AI-powered summarization, activity suggestions, opportunity-risk signals, and text generation capabilities can reduce the administrative burden on the sales team. However, final pricing, commitment, credit, and contract decisions must be made in accordance with defined business rules, up-to-date corporate data, and authorized user approvals.
Manage the sales process not just with completed orders, but with the entire decision and activity chain, from customer contact to contract.