B2B sales

From lead to live customer, with an owner and a deadline at every step

Lead round robin, proposals with discount approval, customer acceptance by link and an implementation that starts on its own. Your CRM stays where it is.

Start free Talk to sales

Ready-made kitB2B Sales Kit3 processes, 2 dashboards

Meridian BankProposal

Deal value

$176,700

Sarah Collins

Sales pipeline

Weighted forecast

$199,500

Won

$393,800

Last 180 days

Brightside AcademyNew lead

From the website form · due in 4 h

Michael Reed

LifeCare HospitalsDiscovery

Deal value

$117,800

Anna Scott

Northwind Logistics● Customer acceptance

Deal value

$72,200

Weighted

$57,760

Close by

Dec 2

proposal.pdf5% discountvalid until Nov 30

David Park✓Accepted by link

Step 1 · Priority processes

The pieces of the sales kit

They arrive in their own folder, as a starting point. Steps, fields, deadlines and owners adjust to your team.

Marketing / Sales

Contact form

A public link for your website, bio or a campaign.

SituaçãoWebsite contacts sit in an inbox nobody checks on the weekend.

GanhoEvery submission becomes a lead in the team's queue, with the company saved to the base.

Ready on day oneSee details

SDR / Sales

Lead intake and qualification

Round robin, 4 hours for the first contact, qualification before a deal.

SituaçãoNew leads wait days because nobody knows whose they are.

GanhoEvery lead has an owner and a deadline from the first minute.

Ready on day oneSee details

Account executives

B2B sales funnel

Discovery, proposal, customer acceptance, negotiation and close.

SituaçãoDiscounts given without sign-off and proposals lost in the customer's inbox.

GanhoDiscounts approved before they go out and the customer's answer on the deal.

Ready on day oneSee details

Customer implementation

Handover, kickoff, follow-up and go-live.

SituaçãoImplementation starts without knowing what the rep promised.

GanhoWon, and the implementation opens with what was sold and an owner.

Ready on day oneSee details

Sales management

Pipeline and accounts dashboards

Weighted forecast, funnel by stage, win and loss reasons.

SituaçãoThe forecast is a spreadsheet updated the night before the meeting.

GanhoThe numbers come from what the team records at each step.

Ready on day oneSee details

Sales

Follow up on stalled accounts

A company with no interaction in 14 days becomes a task for its owner.

SituaçãoCustomers go cold without anyone noticing.

GanhoThe owner gets a follow-up task before the account disappears.

Ready on day oneSee details

Talk to a specialist

How it works

The sales process with an owner, a deadline and a record

Your CRM keeps the contact. Cadenio makes sure every step of the deal happens, with who owns it and what was decided.

Intake

No lead left in an inbox

Every form submission becomes a lead in the team's queue, round robin, with 4 hours for the first contact.

Proposal

Discounts approved before they go out

A discount above the limit goes to the manager before the proposal reaches the customer, with a record of who approved it.

Acceptance

The customer answers by link

Proposal, value, discount and expiry in one link. The customer accepts, asks for changes or declines, with no account.

Handoff

Won, and the implementation already started

A won deal opens the implementation with what was sold and what the customer wants to achieve. The two stay linked.

Step 2 · In practice

One deal from form to go-live

An example of the path the kit takes, with the deadlines and rules it comes configured with.

Reference scenario

Example: a website lead that becomes a live customer

A 40-person distributor asks to be contacted through the website. A sales team of three reps and one implementation lead.

Before

The form e-mail sits in whoever's inbox happens to be open
The proposal goes out with a discount agreed in the hallway and comes back as a PDF by e-mail
Implementation finds out what was sold at the kickoff meeting

After

The lead goes to the next rep in the rotation, with 4 hours for the first contact
A discount over 10% goes to the manager, and the customer accepts by link
The win opens the implementation with the value, the goals and the customer contact

Expected outcomes

Every lead with an owner and a deadline from arrivalCustomer answer and discount approval on record on the dealImplementation starting the same day as the win

Step 3 · Templates

What comes in the sales kit

The kit's three processes, ready to use and adjust.

Leads

Lead Intake and Qualification

3 tasks

Funnel

B2B Sales Funnel

5 tasks2 approvals

Implementation

Customer implementation

4 tasks1 approval

See all templates →

FAQ

Questions sales leaders ask

Do I have to replace the CRM I already use?

No. The kit covers the process: who takes the lead, what must be ready before the proposal, who approves the discount and what happens after the sale. If your team uses a CRM, it stays there; if it runs on spreadsheets, the kit brings bases for companies, contacts and interactions.

Does the customer need an account to accept the proposal?

No. They get a link, see the proposal, the value, the discount and the expiry, and answer on the phone or the computer. The answer goes back to the deal right away.

Can I change the funnel, the fields and the deadlines?

All of it: steps, fields, deadlines, approval rules and owners. The discount limit, the rotation and the dashboards adjust too.

How does a website lead reach the team?

Through the kit's form, which has a public link for your website, bio or a campaign. Every submission opens the lead intake with the details filled in and hands it to the next rep in the rotation.

Put your next lead on rails

The sales kit in your account in 2 minutes. Free for 14 days, no card.

Start free Talk to sales

B2B sales

From lead to live customer, with an owner and a deadline at every step

Lead round robin, proposals with discount approval, customer acceptance by link and an implementation that starts on its own. Your CRM stays where it is.

Start free Talk to sales

Ready-made kitB2B Sales Kit3 processes, 2 dashboards

Meridian BankProposal

Deal value

$176,700

Sarah Collins

Sales pipeline

Weighted forecast

$199,500

Won

$393,800

Last 180 days

Brightside AcademyNew lead

From the website form · due in 4 h

Michael Reed

LifeCare HospitalsDiscovery

Deal value

$117,800

Anna Scott

Northwind Logistics● Customer acceptance

Deal value

$72,200

Weighted

$57,760

Close by

Dec 2

proposal.pdf5% discountvalid until Nov 30

David Park✓Accepted by link

Step 1 · Priority processes

The pieces of the sales kit

They arrive in their own folder, as a starting point. Steps, fields, deadlines and owners adjust to your team.

Marketing / Sales

Contact form

A public link for your website, bio or a campaign.

SituaçãoWebsite contacts sit in an inbox nobody checks on the weekend.

GanhoEvery submission becomes a lead in the team's queue, with the company saved to the base.

Ready on day oneSee details

SDR / Sales

Lead intake and qualification

Round robin, 4 hours for the first contact, qualification before a deal.

SituaçãoNew leads wait days because nobody knows whose they are.

GanhoEvery lead has an owner and a deadline from the first minute.

Ready on day oneSee details

Account executives

B2B sales funnel

Discovery, proposal, customer acceptance, negotiation and close.

SituaçãoDiscounts given without sign-off and proposals lost in the customer's inbox.

GanhoDiscounts approved before they go out and the customer's answer on the deal.

Ready on day oneSee details

Customer implementation

Handover, kickoff, follow-up and go-live.

SituaçãoImplementation starts without knowing what the rep promised.

GanhoWon, and the implementation opens with what was sold and an owner.

Ready on day oneSee details

Sales management

Pipeline and accounts dashboards

Weighted forecast, funnel by stage, win and loss reasons.

SituaçãoThe forecast is a spreadsheet updated the night before the meeting.

GanhoThe numbers come from what the team records at each step.

Ready on day oneSee details

Sales

Follow up on stalled accounts

A company with no interaction in 14 days becomes a task for its owner.

SituaçãoCustomers go cold without anyone noticing.

GanhoThe owner gets a follow-up task before the account disappears.

Ready on day oneSee details

Talk to a specialist

How it works

The sales process with an owner, a deadline and a record

Your CRM keeps the contact. Cadenio makes sure every step of the deal happens, with who owns it and what was decided.

Intake

No lead left in an inbox

Every form submission becomes a lead in the team's queue, round robin, with 4 hours for the first contact.

Proposal

Discounts approved before they go out

A discount above the limit goes to the manager before the proposal reaches the customer, with a record of who approved it.

Acceptance

The customer answers by link

Proposal, value, discount and expiry in one link. The customer accepts, asks for changes or declines, with no account.

Handoff

Won, and the implementation already started

A won deal opens the implementation with what was sold and what the customer wants to achieve. The two stay linked.

Step 2 · In practice

One deal from form to go-live

An example of the path the kit takes, with the deadlines and rules it comes configured with.

Reference scenario

Example: a website lead that becomes a live customer

A 40-person distributor asks to be contacted through the website. A sales team of three reps and one implementation lead.

Before

The form e-mail sits in whoever's inbox happens to be open
The proposal goes out with a discount agreed in the hallway and comes back as a PDF by e-mail
Implementation finds out what was sold at the kickoff meeting

After

The lead goes to the next rep in the rotation, with 4 hours for the first contact
A discount over 10% goes to the manager, and the customer accepts by link
The win opens the implementation with the value, the goals and the customer contact

Expected outcomes

Every lead with an owner and a deadline from arrivalCustomer answer and discount approval on record on the dealImplementation starting the same day as the win

Step 3 · Templates

What comes in the sales kit

The kit's three processes, ready to use and adjust.

Leads

Lead Intake and Qualification

3 tasks

Funnel

B2B Sales Funnel

5 tasks2 approvals

Implementation

Customer implementation

4 tasks1 approval

See all templates →

FAQ

Questions sales leaders ask

Do I have to replace the CRM I already use?

Does the customer need an account to accept the proposal?

No. They get a link, see the proposal, the value, the discount and the expiry, and answer on the phone or the computer. The answer goes back to the deal right away.

Can I change the funnel, the fields and the deadlines?

All of it: steps, fields, deadlines, approval rules and owners. The discount limit, the rotation and the dashboards adjust too.

How does a website lead reach the team?

Through the kit's form, which has a public link for your website, bio or a campaign. Every submission opens the lead intake with the details filled in and hands it to the next rep in the rotation.

Put your next lead on rails

The sales kit in your account in 2 minutes. Free for 14 days, no card.

Start free Talk to sales