{"id":1541,"date":"2024-06-18T04:23:43","date_gmt":"2024-06-18T04:23:43","guid":{"rendered":"https:\/\/maplecrm.com\/blog\/?p=1541"},"modified":"2025-09-16T05:48:14","modified_gmt":"2025-09-16T05:48:14","slug":"workflow-automation-for-b2b-business","status":"publish","type":"post","link":"https:\/\/maplecrm.com\/blog\/workflow-automation-for-b2b-business\/","title":{"rendered":"Enquiry to Order Management- Custom Workflow with Maple CRM for sales management"},"content":{"rendered":"\n<p>Maple CRM is an all in one platform for entire sales team and process management. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-11.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-11-1024x535.png\" alt=\"\" class=\"wp-image-1544\" width=\"922\" height=\"481\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-11-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-11-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-11-768x401.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-11.png 1200w\" sizes=\"auto, (max-width: 922px) 100vw, 922px\" \/><\/a><\/figure>\n\n\n\n<p>With custom workflow defining, sales pipeline, stages involved in it, prospect to customer conversion, quotation to invoice conversion- a more channelized approach is sought towards management of the system. A better and effective method always results in better sales and quicker target achievement.<\/p>\n\n\n\n<p>With Maple CRM, entire customer journey, right from when it was just an inquiry to it&#8217;s conversion into a well documented order is well mapped and better managed. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-black-color has-pale-cyan-blue-background-color has-text-color has-background has-medium-font-size\"><strong>&#8220;<\/strong> People often complain about lack of time, whereas lack of direction is the problem.<strong>&#8221; <\/strong>     <br>                                                                                                                                           <br>| <em>Zig Ziglar<\/em><\/p>\n<\/blockquote>\n\n\n\n<p>Let&#8217;s have a look at the process majorly divided in 3 stages:<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\" style=\"grid-template-columns:69% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"571\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-12-1024x571.png\" alt=\"\" class=\"wp-image-1549 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-12-1024x571.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-12-300x167.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-12-768x428.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-12-1536x856.png 1536w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-12.png 1650w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<ol class=\"wp-block-list\">\n<li>Inquiry <\/li>\n\n\n\n<li>Prospecting<\/li>\n\n\n\n<li>Closure and Post-sales <\/li>\n<\/ol>\n<\/div><\/div>\n\n\n\n<p class=\"has-white-color has-luminous-vivid-orange-background-color has-text-color has-background has-medium-font-size\"><strong>Inquiry Stage<\/strong><\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\" style=\"grid-template-columns:65% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"674\" height=\"429\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-13.png\" alt=\"\" class=\"wp-image-1550 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-13.png 674w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-13-300x191.png 300w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p><strong>Inquiry management begins with an inquiry or a &#8216;lead&#8217;, as it&#8217;s commonly known, landing into your inbox. Lead generation sources can be multiple- online, offline and references. Maple CRM manages this journey right from the primitive phase.<\/strong><\/p>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Capturing lead from online sources (eg.- Meta ads, IndiaMart, JustDial, Landing Pages) <\/li>\n\n\n\n<li>Automatic distribution of leads to sales team as per set rules<\/li>\n\n\n\n<li>Notification to the user on lead arrival (Mobile app + Web)<\/li>\n\n\n\n<li>Automatic welcome email to lead (preconfigured templates)<br><br>With maximum automation and quick response action menu, a great customer experience can be begun from the initial stage itself. <br>Connecting with the leads quickly and sending them instant, relevant responses is the first step towards winning an order. <br>Maple CRM ensures this happens flawlessly and can be custom configured as per your business model.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile\" style=\"grid-template-columns:auto 68%\"><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li>Pre-defined custom   E-mail templates.<\/li>\n\n\n\n<li>Email Auto-triggering<\/li>\n<\/ul>\n<\/div><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"850\" height=\"423\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-15.png\" alt=\"\" class=\"wp-image-1552 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-15.png 850w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-15-300x149.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-15-768x382.png 768w\" sizes=\"auto, (max-width: 850px) 100vw, 850px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-white-color has-luminous-vivid-orange-background-color has-text-color has-background has-medium-font-size\" style=\"font-style:normal;font-weight:500\">Prospecting Stage<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\" style=\"grid-template-columns:56% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"368\" height=\"346\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-20.png\" alt=\"\" class=\"wp-image-1558 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-20.png 368w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-20-300x282.png 300w\" sizes=\"auto, (max-width: 368px) 100vw, 368px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p><strong>Once the wheels of the inquiry start churning, the sales executive takes it ahead towards requirement gathering to pricing and towards closure<\/strong><\/p>\n<\/div><\/div>\n\n\n\n<p class=\"has-vivid-purple-color has-text-color\"><br>Prospecting stage can be different for literally every type of business. <br><mark style=\"background-color:rgba(0, 0, 0, 0);color:#2b6282\" class=\"has-inline-color\">Example: If we consider a company manufacturing Trucks and providing to a transport company, the prospecting can be a super lengthy process involving:<br>1. Client meetings<br>2. Requirement gathering<br>3. Analysis of the prospect and scope of work<br>4. Re-designs, designs approvals- if required<br>5. Discussions and Pricing proposal<br>6. Higher authority discussions<br>7. Negotiations<br>8. Order closure<\/mark><br><br>Another example: Company selling SaaS product &#8211; sales prospect cycle can be as follows:<br>1. Meeting with client to know requirements<br>2. Demo of the software <br>3. Pricing discussion\/ Quotation<br>4. Pricing negotiation<br>5. Closure<br><\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-top\" style=\"grid-template-columns:auto 70%\"><div class=\"wp-block-media-text__content\">\n<p class=\"has-background\" style=\"background-color:#ecfefe\"><strong>Deal prospecting workflow customization<\/strong><\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"757\" height=\"295\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-21.png\" alt=\"\" class=\"wp-image-1559 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-21.png 757w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-21-300x117.png 300w\" sizes=\"auto, (max-width: 757px) 100vw, 757px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-vivid-purple-color has-text-color\"><br><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">Both<\/mark> <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">of the above examples are of B2B type of  businesses, but the type of product handled is completely different.<br>Obviously, both require their own workflow, automations in it, notifications, action triggers, email triggers and Quotation formats.<\/mark><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-medium-font-size\">&#8211; Define the stages through which a typical prospect flows.<br>&#8211; Provision to convert an inquiry (account) into a prospect (deal)<br>&#8211; Custom definition of deal stages <br>&#8211; Status dependencies on change of status of the deal<br>&#8211; Tagging of relevant executives who handle the deal<br>&#8211; Categorization based on priority, value and due date<br><br><strong><a href=\"https:\/\/maplecrm.com\/blog\/quotation-builder-customised-for-every-business\/\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Quotation Generation and Management<\/mark><\/a><br>Quotation to Invoice Conversion<br>Invoice Generation and Management<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-22.png\"><img loading=\"lazy\" decoding=\"async\" width=\"852\" height=\"380\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-22.png\" alt=\"\" class=\"wp-image-1561\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-22.png 852w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-22-300x134.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-22-768x343.png 768w\" sizes=\"auto, (max-width: 852px) 100vw, 852px\" \/><\/a><\/figure>\n\n\n\n<p class=\"has-white-color has-luminous-vivid-orange-background-color has-text-color has-background has-medium-font-size\" style=\"font-style:normal;font-weight:500\">Closure and Post Sales <\/p>\n\n\n\n<p>A prospect, as steadily moves ahead, can either find closure when the deal is won or else due to unfortunate reasons, the deal gets lost. <br>Customize the closure related stages too in Maple CRM exactly as per your type of business requirement.<\/p>\n\n\n\n<p>If the deal is coming to a win-close:<br>&#8211; Configure the final approved quotation format <br>&#8211; Quotation can be directly converted into Proforma\/Sales Invoice<br>&#8211; Change of status from &#8216;Prospecting&#8217; to &#8216;Closed- Won&#8217;<br>&#8211; Defining automatic mail triggering <br>&#8211; Defining post sales stages &#8211; example: Payments, service requests. Customer training, hand over, etc.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-23.png\"><img loading=\"lazy\" decoding=\"async\" width=\"847\" height=\"185\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-23.png\" alt=\"\" class=\"wp-image-1562\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-23.png 847w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-23-300x66.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-23-768x168.png 768w\" sizes=\"auto, (max-width: 847px) 100vw, 847px\" \/><\/a><\/figure>\n\n\n\n<p><br>If the deal is coming to a lost-close:<br>&#8211; Define the reason for which it&#8217;s going in the &#8216;lost&#8217; bucket<br>&#8211; Custom description of the reason in the form of remarks<br>&#8211; Analysis of all the lost cases <br>&#8211; Mark them for contacting in the future if any possibility<\/p>\n\n\n\n<p>Above stated is an entire workflow journey of a sales deal prospect which varies widely as per every business niche. <br>Maple CRM can accommodate every stage, can be customized as per needs of the category and can be perfectly managed with both- web as well as mobile app.<br><\/p>\n\n\n\n<p class=\"has-pale-cyan-blue-background-color has-background has-large-font-size\">People Also Ask:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">What does an inquiry management management software mean?<\/mark><br><\/strong>\u27a1\ufe0f A software for effective management and automation right from lead capture upto order closing and further beyond is an &#8216;inquiry management software&#8217; .<br><br>CRM software for Sales and Process management is an inquiry management software. This is a single platform wherein the entire sales and process team can be linked to, can update their tasks, statuses , important remarks, set up follow ups, etc. <br>A customer journey can be mapped and tracked with a CRM software, thus ensuring boost in productivity and accurate analysis.<br><\/li>\n\n\n\n<li><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Can we have a mobile app for sales management?<\/mark><\/strong><br>\u27a1\ufe0f Absolutely! Today&#8217;s world just cannot operate if it isn&#8217;t for a mobile phone! <br>Maple CRM software is available as a mobile app on Android as well as iOS.<br>Sync with web app is instantaneous. <br>Lead, prospect and order management can be handled easily with a mobile app. <br><\/li>\n\n\n\n<li><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Can we manage payments and invoices through a sales management software?<\/mark><\/strong><br>\u27a1\ufe0f Yes. A major part of any sales management software MUST involve quotation and invoice management. <br>Maple CRM sets the perfect stage for generation, editing, sharing and management of quotation and invoices. Templates can be pre-configured as per required. Multi currency support, customizable format with company logo, headers, footers and details can be configured as per every business requirement. <br>Quotations and invoices can be shared via Email and WhatsApp with the client.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-black-color has-white-background-color has-text-color has-background\" style=\"font-size:21px\"><strong>Know more on how does&nbsp;<a href=\"https:\/\/sales.maplecrm.com\/\"><mark>Maple CRM<\/mark><\/a>&nbsp;cater to you business needs with niche specific solutions<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 has-custom-font-size\" style=\"font-size:24px\"><a class=\"wp-block-button__link has-white-color has-luminous-vivid-orange-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/sales.maplecrm.com\/\"><strong>Schedule Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Maple <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">CRM<\/mark>: <mark style=\"background-color:rgba(0, 0, 0, 0);color:#daaf14\" class=\"has-inline-color\">Sales and Process management software for SMEs. <\/mark><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-style:normal;font-weight:600\">                    The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.<\/p>\n\n\n\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-medium-font-size\"><strong>info@maplecrm.com   |      +91 9538925641<\/strong>    |    www.maplecrm.com<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 is-style-fill\"><a class=\"wp-block-button__link has-background has-text-align-center wp-element-button\" href=\"https:\/\/www.g2.com\/products\/maple-crm\/reviews\" style=\"border-radius:20px;background-color:#ffae00\"><strong>Learn why 1000+ Clients globally trust Maple CRM<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maple CRM is an all in one platform for entire sales team and process management. [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[535,481,534],"tags":[3,5,246],"class_list":["post-1541","post","type-post","status-publish","format-standard","hentry","category-crm-software","category-quotation-invoice","category-software-for-business","tag-crm-software","tag-online-crm-software","tag-sales-management-software"],"_links":{"self":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1541","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1541"}],"version-history":[{"count":13,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1541\/revisions"}],"predecessor-version":[{"id":2651,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1541\/revisions\/2651"}],"wp:attachment":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1541"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1541"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}