Customer foundation
Keep one commercial and service record.
- Legal and trading details
- Contacts and delivery locations
- Tax and credit information
- Contracts and pricing agreements
- Documents and communication history
Entivel Workspace
Connect the customer promise from relationship to payment
Manage customers, contacts, territories, pricing, discounts, credit, sales orders, reservations, fulfilment, delivery, invoicing, payment status, returns and service.
Connected capability
Give sales, warehouse, finance and service teams one accountable view of every customer commitment.
The Sales and Customer Operations domain uses the same identity, permission, approval and audit foundation as the rest of Entivel Workspace. Teams gain specialist capability without creating another disconnected operating model.
Core functionality
Detailed capability for the people who run the work.
Each capability stays connected to the same organisation, locations, roles, approvals, documents, notifications and audit history.
Commercial execution
Coordinate teams, territories and governed offers.
- Territories and field teams
- Activities and visits
- Pricing and discounts
- Credit approval
- Sales-order capture
Fulfilment
Connect the promise to physical execution.
- Availability check
- Stock reservation
- Picking and packing
- Dispatch and delivery
- Proof of delivery
Finance and service
Complete the customer lifecycle.
- Customer invoicing
- Receipt and balance status
- Returns
- Service and support history
- Order tracking and exception handling
The pressure today
Replace fragmented work with a controlled operating flow.
- Sales teams promise stock that is not available
- Warehouse teams receive incomplete customer-order information
- Invoices do not match delivered quantities
- Customer, payment, delivery and service history is fragmented
The value created
Give teams visibility, ownership and a reliable next action.
- More reliable commitments using current availability
- A connected order, fulfilment, invoice and payment timeline
- Faster investigation of delivery and customer disputes
- One customer record across commercial, operational and financial teams
How the work moves
Qualify → Quote → Order → Fulfil → Invoice → Service
A domain-specific operating journey keeps ownership, status, exceptions, evidence and the next required action visible from beginning to completion.
Qualify
Stage 01 of the connected sales and customer operations flow.
Quote
Stage 02 of the connected sales and customer operations flow.
Order
Stage 03 of the connected sales and customer operations flow.
Fulfil
Stage 04 of the connected sales and customer operations flow.
Invoice
Stage 05 of the connected sales and customer operations flow.
Service
Stage 06 of the connected sales and customer operations flow.
Product proof
See the workflow in action.
Follow the trigger, responsible role, control, operational action, connected update, exception path and audit evidence inside a real Entivel product context.
Trigger
A lead, customer request, quote acceptance or service need enters the commercial flow.
Responsible role
Sales, customer service, credit, warehouse and finance users own defined decisions.
Approval and control
Pricing, discount, credit and stock policy determine commercial approval.
Operational action
Qualify, quote, accept the order and coordinate fulfilment and service.
Connected update
Reservations, warehouse tasks, delivery, invoicing and receivables remain connected.
Exception path
Credit, availability, pricing and delivery conflicts move into accountable review.
Audit evidence
Customer communication, quote, terms, order, proof, invoice and service history remain linked.
Control by design
Built for accountable enterprise work.
Customer and territory scope
Pricing and discount approval
Credit checks
Order-to-cash audit history
Connected across Workspace
Customer masterPricingCreditInventory reservationsWarehouse tasksDeliveryAccounts receivable
Frequently asked questions
Understanding sales and customer operations.
How does Entivel connect sales and inventory?
A sales order can check availability, reserve authorised stock, create fulfilment tasks and retain the batch, dispatch and delivery status in the same order history.
Can invoices reflect delivered quantities?
The order-to-cash design can connect confirmed fulfilment and delivery information to customer invoicing and receivables.
What information is held in a customer record?
Customer records can include legal and trading details, contacts, addresses, tax, credit, pricing, contracts, orders, invoices, payments, returns, service history, documents and communications.
Sales and Customer Operations
Connect sales and customer operations to the rest of the enterprise.
Talk to Entivel about your workflows, locations, roles, controls and implementation priorities.
Talk to Entivel