SELLING TO BUSINESSES
A clear account. A deal moving forward.
A company can have several contacts, several quotes and an existing customer relationship. Prosio brings that context together so your team can see where things stand and prepare the next action.
No account needed · Fictional demo data
Find the relationship behind the company record.
Contacts, conversations, deals and follow-up sit within the company account. Find a proposal alongside earlier decisions instead of treating every quote as a new relationship.
- Identify the main contact and other people involved.
- Review open quotes and previous purchases.
- Keep a new deal distinct from the existing customer relationship.
Start the day with a concrete action.
The daily workspace groups work by company and deadline. Overdue work, upcoming actions and follow-ups still to schedule remain distinct.
- Open the relevant account from its action.
- Set the owner and next action date.
- Record the outcome of a conversation.
Give each person the right scope.
Salespeople, dealership managers and regional managers have different responsibilities. Roles and authorised locations determine which accounts they can access.
- Follow assigned sales accounts.
- Organise responsibilities within the dealership.
- Review authorised locations for regional follow-up.
Your practical questions.
Is Prosio limited to one vehicle brand?
No. Companies, quotes and responsibilities structure the CRM. Your brand and dealership organisation are configured for your team.
Can one company have several quotes?
Yes. Open proposals and previous purchases stay in the same account with their respective status.
Can we try it before connecting our own data?
The demo is available without an account and uses fictional companies. Changes stay within the page.
See how it works.
Explore accounts and next actions with fictional data, then prepare your pilot with us.