Conversations, contact details and purchase history live in different tools.
SALES MANAGEMENT SOLUTION
Track the journey from Lead to loyal customer
Cogover Sales connects Leads, Contacts, Accounts, Opportunities, Quotes and Contracts; Omni Channel, Inventory and Service continue with the same customer context after the sale.
- CAPTUREConversation / Lead
- QUALIFYOpportunity
- PROPOSEQuote
- CLOSEOrder / Contract
- CAREAfter-sales
BOTTLENECKS
When Sales can see the pipeline but not the complete customer journey
Opportunities change stage without consistent criteria, next actions or ownership.
After the close, warehouse, delivery and service teams have to ask Sales for context again.
SOLUTION
A process with clear data, responsibilities and control points
- One customer record links conversations, opportunities, quotes, orders, contracts and tickets.
- Every stage has transition criteria, an owner and a next activity.
- Commercial context continues into warehouse, finance and after-sales work.
APPS & PLATFORM
Sales owns the pipeline; connected apps continue the journey after the close
Sales data becomes the source for warehouse work, invoices, receivables, conversations and service requests within the deployed scope.
Sales
Manage Leads, Contacts, Accounts, Opportunities, Quotes, Contracts, Activities, Campaigns and Tickets.
Omni Channel & Service
Link conversations and calls to customer records, queues, owners and service history.
Inventory & Finance
Turn qualified orders into warehouse work, invoices, receivables and collections.
Object Manager & Process
Control duplicates, stages, assignment, reminders, price approval and owner/stage history.
CONTROLLED HUMAN–AI
AI supports tasks; humans retain decision authority
Sales staff
- Human role
- Confirm needs, update opportunities and commit to next steps.
- How AI may assist
- May assist in summarizing or preparing content.
- Control point
- Data source and permission to send action.
Sales management
- Human role
- Review pipeline, prioritize and approve exceptions.
- How AI may assist
- Can suggest signals to check.
- Control point
- Criteria, thresholds and approval gates.
Reception team
- Human role
- Confirm the scope of delivery and response capacity.
- How AI may assist
- Relevant records can be compiled.
- Control point
- Checklist of handover and end owner.
FREQUENTLY ASKED QUESTIONS
Questions businesses commonly ask
Can we use our current pipeline?
Stages, required fields, Transition Rules and actions can be modeled around the actual sales process.
Can we see who changed a stage or owner?
Field Change History can be enabled for stage, owner, value or other important fields to record the previous and new values, who changed them and when.
Can Lead sources and email be connected?
Cogover provides workspace and personal email capabilities as well as a REST API. Each source needs an appropriate authentication method, data mapping, operating limits and responsible owner.
Can AI send content to customers automatically?
Only when the action, data and permissions have been approved. Important content should include a user review step before it is sent.
Choose one process to start with Cogover
Share the bottleneck you want to address first. The Cogover team will assess it and recommend an appropriate approach.
Request a consultation