Contexte, Objectifs & Solution
Ori Sorgho développe et commercialise des produits bio sans gluten autour du sorgho et des millets, avec une activité commerciale à suivre entre prospects, clients, devis, commandes et livraisons.
Un suivi commercial trop éclaté entre prospects, devis et commandes
Des comptes, contacts, opportunités et activités commerciales difficiles à suivre de manière homogène.
Mise en place d’un pipeline d’opportunités avec décideur, chargé d’affaires, prochains RDV, relances et commandes liées.
Un risque de perdre le fil entre devis envoyé, relance, validation, paiement, commande et livraison.
Objectifs de la mission
Centraliser le suivi commercial B2B dans un CRM Airtable simple à utiliser.
Fiabiliser la création des devis et le passage en commande.
Automatiser les relances et prochaines actions pour mieux suivre les opportunités en cours.
Ce qu’on a concrètement mis en place
1
Structurer le CRM commercial
Création d’un suivi des entreprises avec statut, catégorie, contacts, canal d’acquisition et historique d’activité.
Mise en place d’un pipeline d’opportunités avec décideur, chargé d’affaires, prochains RDV, relances et commandes liées.
Centralisation des interactions commerciales : RDV, appels, notes, no-show, relances et insights client.
2
Relier devis, commandes et articles
Structuration du catalogue avec articles, formes, formats, poids, emballage, TVA, tarifs et cibles associées.
Création d’un flux de commande complet : adresse de livraison, lignes de commande, transport, remise, TVA et conditions de paiement.
Mise en place du suivi des devis : génération, validation, remplacement, relance, paiement et confirmation de commande.
Impact & Résultat
Ori Sorgho dispose désormais d’un CRM Airtable plus clair pour suivre ses prospects, comptes clients, devis et commandes. L’équipe peut mieux piloter les opportunités en cours, sécuriser les relances commerciales et transformer un devis validé en commande structurée.
Prêt à reprendre le contrôle de votre cycle client ?
En quelques semaines, un CRM sur-mesure, des automatisations No-code et une touche d’IA peuvent rendre votre gestion beaucoup plus fluide. On fait le point ensemble, sans engagement — juste pour comprendre vos besoins et vous orienter clairement.
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