Connect your sales
to your operations.
From first contact to ongoing customer service, help your teams work together throughout the customer journey. UERP brings customer relationships, business processes and reporting into a composable platform shaped around your organisation.
Keep the customer journey moving
after the sale.
Winning a deal starts a new stage: sharing information, organising the work and following through on commitments. Bring sales and operations together around a clear customer journey.
Four ways to
support your customers.
Understand your customers
Bring together contacts, conversations and relevant documents so teams can find the context behind each relationship.
Move opportunities forward
Track deals and next actions in a shared pipeline.
Coordinate what comes next
Connect onboarding, project follow-up and customer requests to make handovers easier.
Make progress visible
Bring sales and operational information together to identify priorities and support decisions.
Build a journey
around your business.
Define what should happen at each stage: which information to share, which action to trigger, who should take responsibility and when. Shape workflows and approvals around your business rules.
Start with a specific handover between teams, then expand the scope as your working practices become clearer.
Customer information and commitments are brought together in the record.
Actions, owners and approval steps are defined.
Requests and progress feed a shared view.
Develop your setup
step by step.
Already using a CRM or ERP? UERP can extend your existing environment with the processes you need. You can also build an integrated business platform progressively.
Your teams help define the scope and the information exchanged between systems.
Start with your environment
- Data to shareContacts, records, documents and statuses relevant to the journey.
- Rules to applyResponsibilities, approvals and conditions for moving to the next stage.
- Tools to connectInterfaces and data exchanges defined with your IT team.
Start with your customer journey.
Let’s identify the friction between sales and operations, then choose the first process to improve.