Product

Structuring the CRM and quotes for an organic product brand

Gold Sorghum

Organic gluten-free product brand

Airtable

Brand

Fillout

Product

Structuring the CRM and quotes for an organic product brand

Gold Sorghum

Organic gluten-free product brand

Airtable

Brand

Fillout

Context, Objectives & Solution

Ori Sorgho develops and markets organic, gluten-free products based on sorghum and millets, with a commercial activity to manage across prospects, clients, quotes, orders, and deliveries.

Sales tracking that is too fragmented between prospects, quotes, and orders

Accounts, contacts, opportunities, and business activities that are difficult to track in a consistent manner.

Setting up an opportunity pipeline with decision-maker, business manager, next appointments, follow-ups, and linked orders.

A risk of losing track of the thread between sent quotes, follow-ups, validation, payment, ordering, and delivery.

Mission objectives

Centralize B2B sales tracking in an easy-to-use Airtable CRM.

Make quote creation and order placement more reliable.

Automate reminders and next steps to better track ongoing opportunities.

What we have concretely put in place

Structuring the sales CRM

Creation of a company tracker with status, category, contacts, acquisition channel, and activity history.

Setting up an opportunity pipeline with decision-maker, business manager, next appointments, follow-ups, and linked orders.

Centralization of business interactions: meetings, calls, notes, no-shows, follow-ups, and customer insights.

Link quotes, orders, and items

Catalog structuring with articles, shapes, formats, weights, packaging, VAT, prices, and associated targets.

Creation of a complete order flow: delivery address, order lines, shipping, discount, VAT, and payment terms.

Implementation of quote tracking: generation, validation, replacement, follow-up, payment, and order confirmation.

Impact & Result

Ori Sorgho now has a clearer Airtable CRM to track its leads, customer accounts, quotes, and orders. The team can better manage ongoing opportunities, secure sales follow-ups, and convert a validated quote into a structured order.