The biggest challenge for sales teams is often not the sale itself, but the tasks revolving around it. A proposal is prepared, sent via email, and the customer responds. Then the same information is entered again, an order is placed, and the information is transferred to accounting. After a while, questions start circulating within the team: "Which proposal was this sale for?", "Where did this price come from?", "Why is the invoice different?"
The problem here is not sales performance, but the fragmented progress of the sales process.
In Entranet, the process from quotation to invoice is treated not as disconnected steps, but as continuous stages of the same sales process . This perspective makes the real difference in speeding up the sales process.
How does the sales process begin on the Entranet?
In Entranet, the sales process doesn't begin with a blank offer screen. The process starts with the customer or sales opportunity created on the CRM side. Before preparing an offer, the sales representative sees that basic customer information is already in the system. Company information, contact person, previous meetings, and products of interest are all part of the sales screen.
At this point, preparing a proposal doesn't mean creating a document from scratch. The sales representative navigates to a proposal screen associated with an existing customer record. This screen forms the basis for the remaining steps of the sales process.
What changes during the proposal preparation process?
When preparing a quote on Entranet, the sales representative doesn't have to deal with calculating prices or compiling tables. Products and services are defined in the system. Unit prices, discount rules, and taxes are applied automatically. This ensures that the quote is prepared faster and has a standardized structure.
The key difference here is that a quotation created on the entranet is not a temporary document. This quotation is the initial record of a sale that will later be converted into an order and invoice. Therefore, every choice made while preparing the quotation directly affects the subsequent steps of the process.
How do I track the sale after an offer has been submitted?
When a proposal is sent to a customer, the process is not left to the sales representative's memory. The status of the proposal is tracked on the entranet system. It is clearly visible which proposals have been sent, which are awaiting approval, or which have not received a response for a long time.
This eliminates the need for sales representatives to search through emails for "who did we send the offer to?". Offers requiring follow-up are automatically marked by the system. The sales process is based on the actual situation within the system, not on personal notes.
What happens if the offer is accepted?
When a customer accepts the offer, a new document creation process does not begin in the Entranet. The same offer is converted into an order within the system. Products, prices, and customer information do not need to be re-entered; the order continues with the same information that was used to create the offer.
This transition prevents inconsistencies that frequently occur in the sales process. Problems such as the price discussed in the offer changing in the order or missing items are eliminated at this stage. For the sales representative, this means a faster process, while for the customer, it helps maintain trust.
How do I transition from order to invoice?
Once an order is created, the process is not transferred to accounting via email or file sharing. The order is already in the system. When the invoice is to be issued, the order information is automatically transferred to the invoicing screen. Products, amounts, taxes, and payment terms are all ready.
The accounting department doesn't have to ask for details of the sale separately. The sales representative doesn't waste time explaining, "Which offer was this sale for?" The sales and finance teams work together using the same data.
This integration not only reduces billing errors but also speeds up the collection process.
Why does the automated sales process yield faster results?
The reason sales slow down is often not customer indecision. Delays in the process, revisions, and manual operations delay the closing of the sale. Entranet eliminates these delays by ensuring a single, seamless workflow from quotation to invoice.
The offer is prepared quickly, and if revisions are needed, they are updated using the same offer. The process doesn't stop after approval; ordering and invoicing steps proceed without delay. The sales representative dedicates their time to communicating with the customer, not to preparing documents.
This directly contributes to sales being completed more quickly.
For whom does the entranet make this process meaningful?
For companies that prepare numerous proposals daily, constantly exchange information between sales and accounting teams, and manage processes between Excel and email, this structure makes a critical difference. Entranet systematizes the sales process in these companies, moving away from personal methods.
The goal here is not just to digitize the process, but to clarify how the sales process works.
Conclusion
Quotations, orders, and invoices are not independent processes. They are different steps in the same sale. When these steps are carried out in separate systems, the sales process slows down and becomes more complicated.
On an intranet, the sales process proceeds in a single location. Information is not copied, the process is not interrupted, and the sales representative does not have to carry the process back and forth.
What makes a sale close faster isn't sending more emails, but eliminating unnecessary steps in the sales process. Entranet approaches the entire process, from quotation to invoice, with this perspective.
