Dalla Richiesta alla Fattura.
Ogni Trattativa Tracciata.
I CRM generici non sono stati progettati per la pietra. Non possono tracciare campioni, gestire preventivi multi-valuta con tassi di cambio bloccati, o dirti perché perdi le trattative. Questo sì.
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
Sei Fasi. Zero Punti Ciechi.
Ogni trattativa si muove attraverso una pipeline definita. Niente più incertezze sullo stato delle cose.
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 trackedOgni fase cattura dati strutturati. Quando una trattativa avanza, il sistema aggiorna le riserve di inventario, notifica i membri del team interessati e registra la transizione per il reporting. Nulla passa inosservato.
Comprendi Perché Perdi Trattative. Poi Smetti di Perderle.
La maggior parte delle aziende della pietra conosce il proprio numero di vittorie. Quasi nessuna conosce i propri pattern di perdita. Noria traccia ogni trattativa persa con ragioni strutturate, fornendoti i dati per invertire la tendenza.
Ogni volta che una trattativa si chiude come persa, il commerciale seleziona una ragione. Nel corso di settimane e mesi, emergono dei pattern. Forse il 30% delle perdite è dovuto all'indisponibilità dello stock -- un segnale per adeguare gli acquisti. Forse un concorrente vince sul prezzo in una regione specifica -- un segnale per rivedere il tuo posizionamento. Senza dati strutturati sulle perdite, questi pattern restano invisibili.
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%
delle perdite categorizzate
Dati strutturati, non supposizioni
Le aziende che tracciano le ragioni di perdita sistematicamente identificano pattern attuabili entro i primi 90 giorni. I dati non mentono -- ti dicono esattamente dove il fatturato si disperde.
Preventivi Multi-Valuta. Tassi Bloccati. Storico Completo.
Crea preventivi professionali in 15 valute con tassi di cambio bloccati al momento della creazione. Traccia ogni versione, ogni cambio di stato, ogni risposta del cliente.
Preventivo
#Q-2024-0847
A: Athens Marble Co.
Valido fino al: 28 gen 2025
| Materiale | Qtà | Unità | Totale |
|---|---|---|---|
| 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.
Ogni Campione. Ogni Stato. Ogni Conversione.
Traccia l'intero ciclo di vita dei campioni fisici dalla preparazione alla consegna e al reso. Conosci quali campioni si convertono in trattative e quali si perdono in transito.
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 wasteOgni Cliente. Classificato, Organizzato per Livello e Compreso.
Segmenta i clienti per tipo e valore. Applica livelli di prezzo personalizzati. Traccia i pattern di acquisto nel tempo. Controlla l'accesso al portale per cliente. Trasforma i dati in relazioni.
Aegean Stone Imports
47
Ordini
EUR 2,4M
Totale
18 giorni
Ciclo Medio
Attività Recente
Tipi di Cliente
Sistema di Livelli
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.
Funzionalità di Intelligence
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
Domande Frequenti
Inizia
Trasforma il Tuo Processo Commerciale.
Chiudi Più Trattative.
Scopri come il CRM di Noria trasforma conversazioni sparse in una pipeline strutturata con piena visibilità, analisi delle perdite e preventivazione multi-valuta.
Costruito appositamente per la pietra naturale. Non adattato da software generico.