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Milestone CRM

From First Enquiry to Executed Order, Without Losing the Thread

Every enquiry gets an owner and a next step. Every quotation keeps its revisions. Every won deal reaches projects or production with its items, rates and terms, without being keyed in again.

See Milestone CRM With Your Sales Process See the customer journey

1Business challenge

Where Sales Loses the Thread

  • Sales directorEnquiries live in inboxes

    Nobody can say how many enquiries came in this month, or what happened to them.

  • Sales teamFollow-ups depend on memory

    A busy week means a quotation goes unanswered, and the customer goes elsewhere.

  • OperationsWon orders are re-keyed

    Items, rates and terms are typed again into the ERP, with mistakes that surface at dispatch.

2Customer journey map

What the Customer, Your Team and the CRM Each Do

A lost deal returns to nurture with its reason recorded. Select a step to see its record, who acts and the control.

Customer
Sales team
Milestone CRM
Information moves onControl pointRevisions until terms are agreedSteps in the same column run in parallel

01 · Enquiry arrives

Document
Enquiry by phone, email or website
Who acts
Customer
Control
No enquiry is left without an owner
  1. 1
    CustomerEnquiry arrivesNo enquiry is left without an owner
  2. 2
    Milestone CRMLead with an ownerOwner and next follow-up date set
  3. 3
    Sales teamQualificationNeed, budget and timeline recorded
  4. 4
    Sales teamRequirement or site visitSpecification agreed before pricing
  5. 5
    Milestone CRMQuotation and revisionsEvery revision kept with its rates and terms
  6. 6
    CustomerDecisionWon or lost, always with a reason↺ Revisions until terms are agreed
  7. 7
    Milestone CRMWon: handed to ERPItems, rates and terms carried over
Read the steps as text
  1. Enquiry arrives (Customer). Enquiry by phone, email or website; No enquiry is left without an owner.
  2. Lead with an owner (Milestone CRM). Lead record; Owner and next follow-up date set.
  3. Qualification (Sales team). Opportunity; Need, budget and timeline recorded.
  4. Requirement or site visit (Sales team). Requirement notes, drawings, BOQ; Specification agreed before pricing.
  5. Quotation and revisions (Milestone CRM). Quotation with revisions; Every revision kept with its rates and terms.
  6. Decision (Customer). Customer decision; Won or lost, always with a reason.
  7. Won: handed to ERP (Milestone CRM). Sales order, project or work order; Items, rates and terms carried over.

Follow-up discipline

Every Opportunity Has an Owner, a Next Action and a Date

An owner

Each lead and opportunity belongs to one person, so nothing falls between desks.

A next action and date

Every record carries what happens next and when, with reminders to the owner.

Overdue surfaces

A follow-up that slips appears in front of the sales manager, not at month-end.

Leads come in from your website enquiry form, email and phone, and are recorded with their source.

Handover to ERP

A Won Deal Reaches Execution Without Being Keyed In Again

The won quotation becomes a sales order, a project or a work order, carrying its items, rates and terms.

Information moves on

01 · Won quotation

Document
Quotation marked won
Who acts
Sales
Control
Items, rates and terms locked
  1. 1
    Milestone CRMWon quotationItems, rates and terms locked
  2. 2
    Milestone ERPin parallelSales orderFor traded or stock items
  3. 3
    Milestone ERPin parallelProjectFor contracts and site work
  4. 4
    Milestone ERPin parallelWork orderFor made-to-order items
Read the steps as text
  1. Won quotation (Milestone CRM). Quotation marked won; Items, rates and terms locked.
  2. Sales order (Milestone ERP). Sales order; For traded or stock items.
  3. Project (Milestone ERP). Project with budget; For contracts and site work.
  4. Work order (Milestone ERP). Work order; For made-to-order items.

3Management visibility

What the Sales Manager Sees

  • Pipeline by stage and ownerWhere each opportunity sits and who holds it
  • Overdue follow-upsOpportunities whose next action date has passed
  • Quotations awaiting a decisionWith their revision history
  • Wins and losses by reasonWhat to change in the next quotation

Illustrative pipeline. The live Milestone CRM screen is shown in your demo.

4Business outcome

What Changes

Lost enquiriesFewer

Before
Forgotten in an inbox
With Milestone
Each one owned and followed

Quotation turnaroundFaster

Before
Rebuilt from old files
With Milestone
Revised from the last version

Customer historyOne view

Before
Split between sales and accounts
With Milestone
Enquiries, orders and receipts together

See Milestone CRM With Your Sales Process

Bring last month’s enquiries. We will show how each would have been owned, followed and handed to execution.

Book a Personalized DemoSales and orders
Does Milestone CRM share data with Milestone ERP?

Yes. CRM and ERP work on the same database, so a won quotation becomes an order without re-entry.

Can quotations be revised?

Yes. Each revision is kept with its rates and terms until the customer agrees.

Can we record why a deal was lost?

Yes. Lost deals carry a reason, so patterns become visible.