B2B trade in medium and long sales cycles
For companies that sell in longer cycles — machinery, equipment, capital goods. They run project installations or support the customer with service for many years. I build applications in which sales, service and project delivery work on one customer base, and the moment for the next quote is suggested automatically.
A long cycle means: the right moment is easily lost
Hundreds of customers, several machines at each one, service and replacements spread over years. At that horizon, a salesperson's memory and a spreadsheet stop being enough.
Signals I hear most often
- The sales funnel lives in the heads of the sales team and in scattered spreadsheets.
- The decision cycle takes months, so the moment for the next contact slips away easily.
- The best moment to quote a new machine — warranty ending, equipment age — passes unnoticed.
- The customer's service and purchase history is spread across departments.
- Knowledge about the customer leaves with the salesperson.
A CRM that remembers for the salesperson
The entire customer history in one place, and the system itself suggests when a contact is worth making. Sales and service see the same thing.
What it includes
- Customer file with the full history of purchases, equipment and contacts.
- Sales funnel with potential scoring — you see where time is genuinely worth investing.
- Service prediction that suggests the contact moment and the replacement quote on its own.
- E-mail campaigns to segments, built on customer data.
The installation as a project — from quote to acceptance
Selling capital equipment rarely ends at delivery. Assembly, commissioning and training are a project of their own — with a schedule, a budget and a team. I run it in the same system where sales and service live.
What it includes
- Project file, linked to the customer and the sales order.
- Stage schedule with tasks and owners.
- Project budget: revenue, costs and margin visible as you go.
- Resources and team workload — who, when, on which project.
- Statuses and milestones, clear to both sales and service.
The data suggests the best moment for a quote
Sales and service work on one customer base, so every contact draws on the full history. The system watches for the moments that are easiest to miss in a long cycle — warranty ending, equipment age, an upcoming inspection — and puts them in front of the sales team ahead of time.
Value and margin are visible as you go, and knowledge about the customer stays in the company, even when the team changes.
Book 30 minutes. I answer every email myself.
The first call is a calm conversation to get to know each other. I check whether I can help at all. No slides, no sales pressure. If I see it is a poor fit, I say so directly.
Would you rather talk than write? Pick a slot in the calendar — we will meet on Zoom:
Open Cal.com →
Phone +48 601 789 966 — you can call, I pick up myself.