CRMEmailCallsERPDocumentsNotes
01Company context
Customers, products, documents, history, and live operational data stay available to the work.
One system for commercial operations.
Automate commercial work across your ERP, CRM, email and documents.
Commercial operations
From first contact to repeat business.
Elentaria runs the commercial work across acquisition, deal-making, transaction, fulfilment, and post-sales, with each stage carrying the operation into the next.
01 — AcquisitionFinding opportunitiesFind and qualify opportunities, and follow up in time.
CaptureInbound, outbound, RFQs and tendersQualifyFit, priority and ownershipMove forwardRoute, respond and follow up
02 — Deal-makingWinning businessUnderstand the requirements, price, quote and approve.
UnderstandNeeds, specifications and commercial contextBuildScope, pricing, quotes and proposalsApproveTerms, exceptions and next steps
03 — Order & fulfilmentDelivering the orderTurn what was agreed into an order and coordinate delivery.
ValidatePurchase order, agreement or onboarding informationSet upThe ERP order, records and responsibilitiesCoordinateConfirmation, delivery and status
04 — Billing & collectionGetting paidCreate the correct invoice, resolve issues and follow the payment.
InvoiceInvoices, subscriptions and milestonesMatchOrders, deliveries and agreed termsCollectOverdue payments, reminders and promises
05 — Post-salesRetaining and expandingReorders, renewals, expansion and customer risks.
DetectDue, quiet, at-risk and growing accountsEngageRenewals, reorders and expansionSurfaceRisks, opportunities and required action
Industries
Built around how your business operates.
Elentaria adapts commercial workflows to the systems, terminology, rules, and exceptions of your industry.
From customer request to reorder
Check pricing and terms, process orders, manage exceptions, coordinate invoicing, and identify reorder opportunities.
Explore moreThe system
Built around the way your business works.
Elentaria combines company context, operating rules, and existing systems so commercial work can move end to end without becoming a collection of disconnected automations.
Control setup
Ownership
AMEnterprise accountsA. Moreau
JKRenewalsJ. Klein
SRInbound requestsS. Ray
Approvals
Discount above 15%Required
Non-standard termsRequired
Renewal at list priceAutomatic
Routing
Incomplete requestHold
Overdue 30 daysEscalate
02Rules and control
Responsibilities, policies, approvals, and exceptions determine how each workflow moves.
Renewal · Northwind GroupIn motion
Quote to signed renewal
Request receivedEmail
Context assembledCRM · ERP
Terms checked · within limitsPolicy
Approved by A. MoreauApproval
Quote issuedERP
Signature follow-upQueued
Invoice raisedERP
Outcome recordedCRM
03Workflows in motion
A piece of work progresses through several actions, systems, and approval points until it is completed.
Solutions
Four operational areas. One system.
- 01Order handlingOrders and POs from email and PDF into the ERP, customers told before they ask
- 02ProcurementSupplier confirmations, late purchase orders and orders at risk, handled before they cost you
- 03FinanceThree-way matching and receivables follow-up, inside the accounting system you run
- 04Document processingEvery order, RFQ, confirmation and invoice read the moment it arrives, wherever it arrives
Free automation assessment
Find where automation can save your team the most time.
In a free automation assessment we look at how your team works, find the best opportunities for automation, and show you where Elentaria would have the biggest effect. For a suitable workflow we can build a working proof of concept in under seven days.
No commitment. Start with one process.
Impact
Commercial growth has always created more work behind the work.
Elentaria breaks that link. Commercial activity can grow without coordination effort growing with it.
70%
of routine commercial cases progressed without manual coordination
8 hrs
of coordination time returned weekly per employee
40,000 hrs
of coordination capacity returned annually per 100 employees, about 22 full-time roles
“In a perfect world qualified meetings would just show up on my sales team’s calendar. With Elentaria they make that perfect world possible.”
Christopher JacksDirector of Revenue Operations · WiConnect“Turning a stranger into a customer is a discipline of its own. One that requires technical expertise, strategic courage, and operational precision, and Elentaria has been generous enough to lend us exactly that.”
Pär JohnssonCo-founder · Arvinge