Opportunities stay in spreadsheets
When sales opportunities are distributed across files and personal spreadsheets, maintaining an up-to-date pipeline becomes difficult.
B2B Sales CRM
Manage your B2B sales process from end to end
Track your entire B2B sales process from prospect and opportunity to meeting, proposal and closed sale in one place.
Manage companies and contacts in one customer view
Track sales opportunities across your pipeline
Keep meetings, proposals and next actions visible
Centralized customer and opportunity management for B2B sales teams
app.dinamikcrm.com
New Opportunity
8
Atlas Technology
Enterprise CRM Project
$18,500
Nova Industries
Sales Automation
$10,200
Meeting
5
Delta Logistics
Sales Team Project
$13,000
Proposal
3
Orion Systems
CRM Transformation
$24,000
Won
4
Meridian Group
B2B Sales Management
$15,800
Company Management
Contact Management
Sales Opportunities
Activity Tracking
Proposal Process
Sales Reporting
The reality of B2B sales
Spreadsheets and personal tracking become harder to manage as sales grow
B2B sales involves multiple companies, contacts, meetings, proposals and follow-up steps. When this information is spread across different tools, the full sales process becomes difficult to see.
One company may have multiple decision makers
Purchasing, management, finance and technical contacts often need to be managed together within the same company relationship.
Follow-ups can be missed
Calls, meetings and next actions can be forgotten when they depend on personal notes and individual reminders.
The process after a proposal is unclear
Without centralized tracking, it becomes harder to see which customer received a proposal and what should happen next.
Customer knowledge depends on individuals
When customer history remains in personal email, phones or notes, the company cannot build a shared sales memory.
Managers lack pipeline visibility
Sales managers need to quickly understand which opportunities are moving, which are waiting and where the team should focus.
AT
Atlas Technology Inc.
Enterprise Customer
Active Opportunity
Decision Maker
Emma Miller
Active Opportunity
$18,500
Next Activity
Proposal meeting
Contacts
Opportunities
Activities
Proposals
Company and Contact 360°
See companies, contacts and sales history together
B2B sales requires more than a customer record. Manage company contacts, opportunities, activities and proposal history in one connected view.
Track companies and their contacts together
See previous meetings and activities in one place
Connect open opportunities to the customer
Manage proposals, notes and sales history centrally
Sales Pipeline
Know exactly where every sales opportunity stands
Manage your B2B sales process through defined stages from new opportunity and meeting to proposal and won deal.
Track sales opportunities by stage
See opportunity value and sales owner
Identify opportunities that are progressing or waiting
Record won and lost opportunities
Company
Meeting
Proposal
Sale
NL
Nova Logistics
Enterprise Sales Opportunity
Follow-up
Last Activity
Phone call
Next Activity
Demo meeting
Sales Owner
Michael Brown
Follow-up and Activity Management
Keep every sales opportunity moving
Track calls, meetings, tasks and next actions together with customers and opportunities to create a more consistent sales process.
Record meetings and calls in customer history
Plan next actions and follow-up dates
Maintain activity visibility by sales owner
Proposal and Sales Process
Track what happens after the proposal
See proposal status, related customers and the next actions required within the same sales process.
Connect proposals to companies and opportunities
Plan follow-up actions after a proposal
Keep the sales process visible across the team
Sales Follow-up Flow
Proposal Follow-up
Active
Trigger
Proposal sent
Action
Create follow-up task
Reminder
Notify sales owner
Active Opportunities
24
Pipeline
$124K
Proposal
7
Won
9
Sales Management
Give sales managers a clear view of the pipeline
Track active opportunities, pipeline value, pending processes and closed opportunities through a centralized sales view.
See active opportunities across the sales team
Track opportunity values across the pipeline
Identify stalled stages more quickly
Sales Automation
Standardize recurring sales follow-up steps
Manage opportunity, task and reminder steps through a consistent process and help the sales team work with a shared structure.
Opportunity created
Task planned
Follow-up reminder
Process monitored
B2B CRM vs Spreadsheets
Why is CRM more sustainable for B2B sales management?
Spreadsheets are useful for storing data, but growing B2B sales requires relationships between customers, contacts, activities and opportunities.
Sales Process
Spreadsheet
DinamikCRM
Company and contact relationships
Rows and columns
Connected customer structure
Sales opportunities
Manual status tracking
Pipeline view
Activities and follow-ups
Personal reminders
Central follow-up flow
Team visibility
File dependent
Shared sales view
Reporting
Manually prepared
Based on CRM data
Who is it for?
A shared sales foundation for different B2B teams
Designed for teams selling to companies, working with multiple decision makers and managing sales opportunities through structured follow-up.
Software and Technology
Sales teams managing demos, proposals, PoCs and longer decision processes by company and opportunity.
Manufacturing
Manufacturers working with enterprise customers, dealers and project-based sales opportunities.
Distribution and Wholesale
Teams managing company portfolios, sales representatives and active commercial opportunities.
Professional Services
Consulting, agency, training and corporate service companies managing long-term customer relationships.
Project-Based Sales
Businesses where every opportunity has a different requirement, proposal and decision process.
Enterprise Sales Teams
Teams where multiple sales representatives work across a shared customer portfolio and pipeline.
Integrations
Connect the channels your sales team uses with CRM
Support your CRM processes with calling, messaging and other business tools to keep customer communication more centralized.
Make your B2B sales pipeline visible
Bring companies, contacts, opportunities, activities and proposals together in one sales management environment.
Frequently Asked Questions
Questions about B2B Sales CRM
What is B2B Sales CRM?
B2B Sales CRM is an approach for centrally managing companies, contacts, sales opportunities, meetings, activities and proposal processes.
How is B2B CRM different from basic customer tracking?
B2B sales typically involves companies, multiple contacts, longer sales cycles and several sales stages. CRM keeps these relationships within a shared structure.
What is a sales pipeline?
A sales pipeline is a structured view of active opportunities across stages such as new opportunity, meeting, proposal and outcome.
Which businesses can use B2B Sales CRM?
It is suitable for businesses that sell to companies, work with multiple decision makers, follow multi-step sales cycles and operate with sales teams.
What is the advantage of CRM over spreadsheets?
CRM keeps customers, contacts, opportunities and activities connected. Instead of maintaining only a list of data, teams can follow the full sales process.
Can opportunities and activities be tracked together in DinamikCRM?
Yes. Activities related to customers and sales opportunities can be tracked so sales history and next actions remain centrally visible.
Make your B2B sales process more visible and manageable
Bring scattered customer information and sales opportunities into one place and give your team a shared sales process.