Leads and contacts
Companies, contact people, lead sources and the base information needed for follow-up work.
Demonstrator
B2B Sales Operations System
A demonstrator showing how to connect leads, campaigns, partners and sales activity into one structured process. It makes case handling, status control and day-to-day visibility of sales activity easier.
Its main value is one place for running and controlling the sales process together with the data needed by managers and the team.
Leads, campaigns and actions inside one process.
Visible owner, status and next step.
Partners and lead sources linked with case handling.
Reporting without manual assembly from multiple places.
Demonstrator
1
one view of sales activity and status
B2B Sales & Leads
leads, campaigns, partners
one logic for statuses and actions
Source
Handling
Report
Sales challenge
B2B sales slows down when leads, campaigns and actions are scattered.
The demonstrator structures day-to-day work when teams operate across multiple lists, statuses and data sources at the same time.
Leads and contacts are fragmented
Information about companies, people and cases ends up across spreadsheets, emails and separate files.
There is no single current status
The team cannot quickly see who owns a case, what has already happened and what should happen next.
Campaigns are hard to connect with follow-up work
Lead sources, responses and sales actions do not automatically form one clear process view.
Managers assemble activity reports manually
Reviewing progress and priorities requires collecting data from multiple places and comparing statuses by hand.
How the process works
From campaign and lead to outcome and reporting
01
Source / campaign
A campaign or another source brings a company, contact or new case into the workflow.
02
Lead
The lead enters the system with the core company, contact and source data.
03
Qualification
The team checks whether the case is relevant and what kind of follow-up it requires.
04
Assignment
The case receives an owner, a status and responsibility for the next step.
05
Sales activity
The user records a contact, task, note, call outcome or another follow-up action.
06
Status / outcome
The system shows the current case status, client response and the result of completed actions.
07
Reporting
Managers see activity, lead sources, statuses and results in one summary view.
What the process covers
Which areas the demonstrator brings together
Campaigns
Campaigns, assignments, responses and statuses linked with later sales handling.
Partners and B2B channels
Partners, relationships and assigned actions where the workflow includes channel or indirect sales.
Sales handling
Tasks, activities, case ownership, next step and current status of the sales work.
Data and documents
Related files, forms, notes and the information needed to handle a specific case.
Reporting
Statuses, summaries, filters and a dashboard supporting day-to-day sales review.
Sales control and management visibility
One view of sales activity and status
Current status of leads and cases
Managers can see which topics are open, assigned, closed or waiting for follow-up.
Team activity
Sales actions, contacts and tasks are visible without manually collecting updates from users.
Sources and campaigns
It becomes easier to see which campaigns or channels generate leads and how they affect the next steps.
Results and reporting
Statuses, summaries and filters provide a current process view without rebuilding reports from scratch.
Elistar competence
What the demonstrator shows about Elistar capabilities
Design of applications supporting B2B sales processes
Applications for lead handling and follow-up actions
Integration of sales-related data
Statuses, reporting and dashboards
Development from process structure to a working application
Project type
Demonstrator — B2B sales operations
This is a demonstrator showing one way to organise a B2B sales process: from campaigns and leads to actions, statuses and reporting. It is not presented as a client implementation, but as an example of how one workspace can support both the team and the manager.
Describe a similar process