De la Consulta a la Factura.
Cada Operación Rastreada.
Los CRMs genéricos no fueron diseñados para la piedra. No pueden rastrear muestras, gestionar presupuestos multi-divisa con tipos de cambio bloqueados, ni decirle por qué pierde operaciones. Este sí.
6
Pipeline Stages
15
Currencies
6
Loss Reasons
Atlas Stone Co.
Calacatta
EUR 42K
Petra Imports
Statuario
EUR 28K
Aegean Marble
Arabescato
EUR 65K
Dubai Stone Ltd
Onyx Gold
EUR 91K
Milano Design
Bardiglio
EUR 37K
London Stone
Calacatta
EUR 124K
Riyadh Projects
Travertine
EUR 210K
Athens Marble
Volakas
EUR 85K
Paris Interiors
Bianco Lasa
EUR 156K
NYC Surfaces
Pietra Grey
EUR 73K
Seis Etapas. Cero Puntos Ciegos.
Cada operación avanza por un pipeline definido. Se acabaron las conjeturas sobre en qué punto se encuentran las cosas.
Inquiry
New lead captured. Source, material interest, and budget recorded.
Auto-capturedSample Sent
Physical samples dispatched with courier tracking and delivery confirmation.
Full trackingVisit Scheduled
On-site or showroom visit booked. Availability synced with team calendar.
Calendar syncNegotiation
Active price discussion. Quote versions tracked with change history.
Version historyReservation
Material reserved against inventory. Expiry timer prevents indefinite holds.
Auto-expiryClosed
Deal outcome recorded. Won triggers fulfillment. Lost captures reason for analysis.
Loss trackedInquiry
New lead captured. Source, material interest, and budget recorded.
Auto-capturedSample Sent
Physical samples dispatched with courier tracking and delivery confirmation.
Full trackingVisit Scheduled
On-site or showroom visit booked. Availability synced with team calendar.
Calendar syncNegotiation
Active price discussion. Quote versions tracked with change history.
Version historyReservation
Material reserved against inventory. Expiry timer prevents indefinite holds.
Auto-expiryClosed
Deal outcome recorded. Won triggers fulfillment. Lost captures reason for analysis.
Loss trackedCada etapa captura datos estructurados. Cuando una operación avanza, el sistema actualiza las retenciones de inventario, notifica a los miembros del equipo pertinentes y registra la transición para los informes. Nada se pierde por el camino.
Entienda Por Qué Pierde Operaciones. Después Deje de Perderlas.
La mayoría de empresas de piedra conocen su número de victorias. Casi ninguna conoce sus patrones de pérdida. Noria rastrea cada operación perdida con motivos estructurados, dándole los datos para revertir la tendencia.
Cada vez que una operación se cierra como perdida, el comercial selecciona un motivo. Con el paso de semanas y meses, emergen patrones. Quizás el 30% de las pérdidas se deben a falta de stock -- una señal para ajustar las compras. Quizás un competidor gana por precio en una región específica -- una señal para revisar su posicionamiento. Sin datos de pérdida estructurados, estos patrones permanecen invisibles.
Client chose a cheaper alternative or negotiation reached an impasse.
A competing supplier won the deal on features, relationship, or terms.
Required material was not available in the quantity, grade, or finish needed.
Client rejected material quality after inspection, sample review, or reputation concern.
The client's underlying project was delayed, cancelled, or re-scoped.
Client became unresponsive after initial engagement. No formal rejection received.
100%
de pérdidas categorizadas
Datos estructurados, no conjeturas
Las empresas que rastrean motivos de pérdida sistemáticamente identifican patrones accionables en los primeros 90 días. Los datos no mienten -- le dicen exactamente dónde se escapan los ingresos.
Presupuestos Multi-Divisa. Tipos Bloqueados. Historial Completo.
Cree presupuestos profesionales en 15 divisas con tipos de cambio bloqueados en el momento de creación. Rastree cada versión, cada cambio de estado, cada respuesta del cliente.
Presupuesto
#Q-2024-0847
Para: Athens Marble Co.
Válido hasta: 28 Ene, 2025
| Material | Cant. | Unidad | Total |
|---|---|---|---|
| Calacatta Borghini 2cm | 24 | EUR 285 | EUR 6,840 |
| Statuario Venato 3cm | 12 | EUR 410 | EUR 4,920 |
| Arabescato Corchia 2cm | 18 | EUR 195 | EUR 3,510 |
15-Currency Support
Generate quotes in EUR, USD, GBP, CNY, AED, CHF, JPY, SAR, QAR, KWD, INR, TRY, RUB, BRL, XAU. Exchange rates locked at quote creation.
Quote Versioning
Every revision saved. Compare V1 vs V3 side by side. Track what changed and when. Clients always see the latest version.
Status Lifecycle
Draft, Sent, Viewed, Accepted, Rejected, Expired. Each transition is timestamped and logged.
Item-Level Pricing
Add individual blocks, slabs, or bundles with per-item pricing. Apply deal-level, client-level, or manual discounts independently.
PDF Generation
One-click PDF export with your company branding. Professional layout with material photos, specifications, and terms.
Email Delivery
Send quotes directly from the system. Track opens and views. Automatic follow-up reminders before expiry.
Validity Tracking
Set expiry dates per quote. System alerts the team before a quote expires. Expired quotes auto-transition.
Cada Muestra. Cada Estado. Cada Conversión.
Rastree el ciclo completo de muestras físicas desde la preparación hasta la entrega y devolución. Sepa qué muestras se convierten en operaciones y cuáles se pierden en tránsito.
Preparing
Sample selected, cut, and packaged for dispatch. Material and slab linked to the sample record.
In Transit
Shipped with courier and tracking number recorded. Estimated delivery date calculated.
Delivered
Delivery confirmed. Client has the sample in hand. Clock starts on evaluation period.
Returned
Sample returned to warehouse. Condition noted. Available for re-dispatch to another prospect.
Preparing
Sample selected, cut, and packaged for dispatch. Material and slab linked to the sample record.
In Transit
Shipped with courier and tracking number recorded. Estimated delivery date calculated.
Delivered
Delivery confirmed. Client has the sample in hand. Clock starts on evaluation period.
Returned
Sample returned to warehouse. Condition noted. Available for re-dispatch to another prospect.
Courier Integration
Record courier name, tracking number, and estimated delivery date for every sample shipment.
Full trackingConversion Analytics
Track which samples lead to closed deals. Identify your highest-converting materials and sample strategies.
Sample-to-close %Material Linking
Every sample links back to the specific block, slab, or bundle it came from. Full traceability from quarry to client desk.
100% traceableReturn Management
Track returned samples, log condition on arrival, and make them available for the next prospect automatically.
Zero wasteCada Cliente. Clasificado, Segmentado y Comprendido.
Segmente clientes por tipo y valor. Aplique niveles de precios personalizados. Rastree patrones de compra a lo largo del tiempo. Controle el acceso al portal por cliente. Convierta datos en relaciones.
Aegean Stone Imports
47
Pedidos
2,4M EUR
Total
18 días
Ciclo Medio
Actividad Reciente
Tipos de Cliente
Sistema de Niveles
Priority allocation, custom pricing, dedicated account manager, first access to new extractions, extended payment terms.
Standard pricing, full portal access, regular allocation priority, standard payment terms.
Introductory pricing available, limited portal access until qualification, standard allocation queue.
Funcionalidades de Inteligencia
Purchase Pattern Analysis
Track buying frequency, preferred materials, average order value, and seasonal trends per client.
Custom Pricing Overrides
Set client-specific prices that override default price lists. Apply tier discounts automatically at quote creation.
Portal Access Control
Grant or restrict client portal access. Control which inventory categories each client can browse.
Communication History
Full log of emails, quotes, samples, and notes per client. Never ask "what did we discuss last time?"
Credit & Payment Tracking
Monitor outstanding invoices, credit limits, and payment behavior. Flag overdue accounts automatically.
0
Currencies Supported
0
Pipeline Stages
0
Loss Reasons Tracked
0%
Deal Traceability
0
Currencies Supported
0
Pipeline Stages
0
Loss Reasons Tracked
0%
Deal Traceability
Preguntas Frecuentes
Empiece ya
Transforme Su Proceso de Ventas.
Cierre Más Operaciones.
Vea cómo el CRM de Noria convierte conversaciones dispersas en un pipeline estructurado con visibilidad total, analíticas de pérdidas y presupuestos multi-divisa.
Diseñado específicamente para la piedra natural. No adaptado de software genérico.