Sales in the Service ERP.
Manage your sales process from the first enquiry to the final agreement. Keep leads, assessments, quotes, proposals and customer onboarding connected, so your sales team can work with the same information as the rest of your business.
Why this domain exists
Winning a new customer is only the beginning. Once a deal is agreed, your service and accounts teams need accurate information about what was sold, which equipment is involved and what the customer expects.
When sales information is managed in a separate system, those details often need to be entered again. This can lead to mistakes, missing information and delays when setting up new customers.
Nucleus connects your sales process with the rest of your business. Customer assessments, quotes and proposals stay linked to the customer record, giving your teams access to the information they need.
When a deal is won, the relevant details can be used to support customer onboarding, equipment setup and contract management without starting from scratch.
Important functionality
MC2 brings together the key stages of your sales process, helping your team manage opportunities and keep important information connected.
- Leads and assessmentsManage potential customers and assess their requirements, keeping relevant information linked to their customer records.
- Quotes and proposalsCreate and manage quotes and proposals that include equipment, pricing, contract terms and service requirements.
- Win / lossRecord the outcome of sales opportunities and understand why deals were won or lost, helping your team make more informed decisions.
- OnboardingMove from a successful sale to customer setup, connecting the relevant customer details, equipment, locations and service agreements.
A week in the life of a deal
Your sales team identifies a potential customer and records their requirements. The opportunity is linked to a customer record in Nucleus.
A quote is prepared using the relevant equipment, pricing and service terms, keeping the details of the proposed agreement together.
Once the customer accepts, the sales information can be used to support onboarding, equipment setup and contract creation.
Your service team can access the customer and equipment information already recorded during the sales process, without having to enter everything again.
What has to be true on the same record
Your customer information, sales opportunities, pricing, contracts and equipment all need to be connected.
With Nucleus, the information recorded during the sales process is available to the teams responsible for delivering the service, helping ensure everyone understands what was agreed.
Works with
Keep every sales opportunity connected to the correct customer, contacts and locations. Open MC1
Use consistent pricing information when preparing quotes and proposals for customers.
Connect successful sales with the service agreements and contract details that follow.
Link equipment included in a sale to the customer’s installed equipment records.
From the business
"I have been dealing with CO3 Technologies since 2018, we use their product as our primary software in running our company. I have always been very happy with the product and support we have received from them and will definitely recommend them to everyone. We are an office automation company and use the software in sales, workshop/service and finance."
Andre Landsberg, Sales Director — SNAP Botswana (Pty) Ltd
Frequently asked questions
What parts of the sales process does Nucleus manage?
Nucleus manages leads and assessments, quotes and proposals, win/loss tracking and customer onboarding. Sales information stays linked to the customer record instead of sitting in a separate system.
What can a Nucleus quote include?
Quotes and proposals can include equipment, pricing, contract terms and service requirements, so the details agreed in the sale carry through to setup and billing.
What happens when a deal is won?
The customer, equipment, location and service agreement details from the sale are used for onboarding, equipment setup and contract management, so nothing has to be entered again from scratch.