Sales follow-up
Organize recorded activity, agreements and next steps for every opportunity.
LAiB TERMINAL / COMMERCEEvery opportunity matters.
Every opportunity matters.
Every agreement, too.
A sale does not end with a conversation. Terminal helps bring together what was discussed, prepare the next step and pass context to the team delivering, collecting payment or supporting the customer.
People + agentsConnected toolsHuman judgment
01 / WORK YOU CAN PREPAREValue starts
Value starts
in everyday work.
Proposals for review
Prepare drafts using authorized product information, prices and terms.
From sale to delivery
Gather what was agreed so operations and administration can continue the work.
Illustrative applications. Scope, sources and actions are defined for each company.
FROM REQUEST TO RESULT
What Sales sells reaches Operations.
An example showing what the agent prepares and where your team steps in.
YOU ASK THE AGENT
“Prepare this sales handoff. Include what was agreed, outstanding items and the next step.”
Works with
- Catalog and current terms
- Recorded sales activity
- CRM, ERP and customer service tools
How the result is prepared ＋
- The agent gathers. Checks available sales information and agreements recorded with the customer.
- The agent prepares. Summarizes the order, terms and information still to be confirmed.
- Sales validates. Reviews commitments, prices and exceptions before handing the opportunity to the next team.
- Operations continues. Receives validated context and adds delivery status and new outstanding items.
Work process / illustrative resultSales handoff
Sales → Operations
- Order
- 24 units
- Agreement
- One delivery
- To confirm
- Stock and date
- Owner
- Lucía / Operations
◎
Fictional data to explain the process.The decision stays with your team. Validate the sales agreement and confirm availability.
03 / ONE TEAM LEAVES A FOUNDATION FOR THE NEXTWork changes hands.
Work changes hands.
Context stays.
Everyone can add what they know. Agreements, outstanding items and decisions travel with the task inside Terminal.
01SalesGathers context
02OperationsAdds judgment and decisions
03AdministrationContinues from a shared foundation
04 / WHAT WE DEFINE WITH YOUR COMPANYYour operations set
Your operations set
the conditions.
What it works with.
- Catalog and current terms
- Recorded sales activity
- CRM, ERP and customer service tools
We review availability, permissions and connections before defining scope.
Where you decide.
Discounts, commitments and exceptions require the responsible person's judgment.
Explore governanceWhat to look at.
Opportunities without a next step, proposal preparation time and handoffs with incomplete information.
We agree on a baseline and compare after implementation.
QUESTIONS / COMMERCEBefore we start,
Before we start,
let's make this clear.
Does Terminal know what each salesperson does?
It can help organize and query activity recorded in connected, authorized sources. It does not know about conversations or actions unavailable to the process. We therefore define what is recorded, who can access it and how it stays current. The goal is continuity of work and visible next steps.
Do we need to replace all our systems?
It does not need to be a complete replacement. We first choose a task and review the sources and tools your team already uses. Some connections may be available; others may need configuration or development. The demo and discovery clarify that scope before moving forward.
How do we choose the first process?
We look for frequent work with a clear result and someone who knows its criteria. We review where information comes from, what the agent can prepare and what needs a human decision. Starting with a limited process lets us test, correct and measure before expanding use.
What stays in our company?
An organized capability: the documented process, review criteria and agents configured for that work, according to the agreed scope and terms. The team can reuse and improve that foundation. This does not guarantee an increase in valuation or automatic accounting recognition.
LAiB TERMINAL / THE HOUSE OF AIYour next step.
Your next step.
A specific task.
Tell us what work you want to improve. We review the process, the tools and where your team needs to step in.