CONTROL POINT
CRM & Commercial Pipeline
From first contact to a governed order handoff.
SALES & COMMERCIAL CONTROL
Turn opportunities into controlled business
Manage leads, opportunities, activities, quotations, approvals and the controlled handoff into Sales Orders while Tally remains the source of posted commercial transactions.
- Lead qualified
- Opportunity controlled
- Quotation approved
- Sales Order posted to Tally
BUSINESS PROBLEM
The commercial journey is fragmented before the order exists
Sales opportunities, quote versions, follow-up commitments and commercial approvals often live across spreadsheets, email and personal notes. The business can see the final order in Tally, but not always the pipeline decisions and work required before the order exists.
WHAT IT DOES
What it does
PIPELINE CONTROL
- Lead, account and opportunity controlQualify leads, connect account context and manage every opportunity through one governed commercial record.
- Pipeline visibility and follow-up disciplineSee stage, value, owner, ageing and next actions while preserving a complete activity history.
QUOTATION & APPROVAL CONTROL
- Controlled quotation lifecycleCreate version-controlled quotations and prevent expired or superseded offers from remaining current.
- Commercial approvals and negotiationRoute margin and policy exceptions for approval, then record customer decisions and agreed changes.
OUTCOMES & HANDOFF
- Win/loss outcomes and insightCapture outcomes and reasons consistently so commercial performance can be understood and improved.
- Governed Sales Order handoffPass a won, approved and order-ready opportunity into Sales Orders with its commercial context intact.
PRODUCT EXPERIENCE
See the whole commercial pipeline before it becomes an order
Pipeline value, quote approvals, ageing and downstream handoff status come together in one clear management view.
COMMERCIAL DASHBOARD
Pipeline and handoff visibility in one view
Monitor opportunity value, approval backlog and won deals awaiting Sales Orders—without assembling reports manually.
- Pipeline value by stage
- Quote approval backlog
- Top opportunities
OPERATING MODEL
One governed opportunity. Multiple controlled paths.
Activity, quotations, approvals, exceptions and outcomes remain connected without forcing every opportunity through one rigid sequence.
- Inputs or supports
- OWNERSHIP & ACTIVITY; QUOTE & APPROVAL; PIPELINE VISIBILITY; EXCEPTION ROUTING
- Central decision or stages
- GOVERNED OPPORTUNITY
- Outcomes and resolution
- WON → SALES ORDERS; LOST → REASON CAPTURED; ACTIVE → NEXT ACTION; OWNER RESOLUTION
- Feedback
- Full activity and decision audit
WHAT CHANGES WITH PRISM
From scattered activity to one governed commercial pipeline
| Without Prism | With Prism |
|---|---|
| Opportunities tracked in spreadsheets | One controlled opportunity record |
| Follow-up depends on personal reminders | Named ownership and next action |
| Quote versions sent without clear lineage | Versioned quotations with expiry and supersession |
| Approvals agreed through messages | Policy-led commercial approval |
| Pipeline totals assembled manually | Current stage, value and ageing visibility |
| Sales Orders re-enter opportunity context | Controlled downstream handoff |
WHERE IT FITS
The commercial front door to the order journey
Govern commercial activity before Sales Orders—giving opportunities, quotations, approvals and commercial decisions one controlled route into execution.
EXECUTIVE INTELLIGENCE CONNECTIONS
See where opportunities are moving — and where management needs to intervene.
Connect pipeline movement, quotation decisions and commercial outcomes in one focused management view.
