Real Customer Story

Manage Your Commercial Process from Quote to Purchase in One Platform

Instead of managing quotations, purchasing, operations and accounting-related processes across disconnected systems, bring them together in a CRM structure configured around the way your business works.

Quotation

Purchasing and Operations

Evolve your processes as new business requirements appear.

Let's Review Your Process Watch the Customer Story

This use case is based on the experience of a real customer who has been using DinamikCRM since 2018.

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In our customer's own words

We told them that we wanted to bring our quotation, purchasing and accounting-related processes together in a single system.

Yeşim Destegül Gamma Technics DinamikCRM customer since 2018

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Where It Started

They Explained Their Process Instead of Adapting to a Ready-Made System

The requirement was not simply to store customer records. The commercial process from quotation to purchasing needed to reflect the way the business actually operated.

During the first discussions with DinamikCRM, the customer described their existing processes, business requirements and expectations from the system.

The resulting structure evolved to support quotation, purchasing and accounting-related work within a connected business process.

We explained our requirements and asked whether the system could support them and be developed in that direction.

The Disconnected Process Problem

Commercial Processes Become Harder to Track When They Live in Different Places

When the work following a quotation is distributed across separate teams, files and systems, tracking becomes harder and valuable customer context can be lost.

Quotation Process

Creating quotations separately from customer and opportunity records makes the next steps of the sales process harder to follow.

Purchasing Follow-Up

Managing purchasing and operational steps in separate systems after approval can create gaps in information flow.

Cross-Team Information

When sales, operations and other teams work with different information about the same customer and transaction, unnecessary rework follows.

Manual Processes

Moving information manually between spreadsheets, email and different applications makes it harder to keep the process current.

End-to-End Flow

Connect the Commercial Process That Starts with the Customer

Every company may have a different workflow. The goal is to make sure that information created at one stage remains available and useful throughout the stages that follow.

Customer and Opportunity

Quotation

Approval

Purchasing and Operations

Accounting-Related Follow-Up

After that, the system fully settled into our way of working.

By reviewing the requirements together, the system matured over time around the customer's actual way of working.

Configured Around Your Business

Adapt the CRM to Your Business, Not Your Business to the CRM

Quotation, approval, purchasing and operational workflows are not identical for every company. DinamikCRM can be configured with fields, modules and workflows that support your specific requirements.

Create fields and record structures that reflect your business.

Configure post-quotation steps around your operational process.

Evolve your processes as new business requirements appear.

Keep customer, sales and operational information in the same business context.

As we started working in different areas, we continued creating new modules together.

As the business evolved, the ability of the CRM structure to adapt to new requirements became an important part of the long-term relationship.

DinamikCRM

Moving to CRM

Plan the Move to Your New System with Your Existing Data

Migrating existing customer and business data is an important part of adopting a new CRM. The transition can be planned around your current data structure and business requirements.

We did not experience any problems during the migration of our data.

Let's Discuss Your Migration

Long-Term Partnership

A Relationship That Started in 2018 Grew into Long-Term Trust

A CRM is not a system that only needs to work on the day it is implemented. As the business changes, its processes and requirements need room to evolve as well.

2018 Beginning of the partnership

Customer to investor A relationship built on long-term trust

One of the strongest signs of trust

We had been working together for years and trusted the company, so we were very happy to support them.

After years of using DinamikCRM, the customer later invested in DinamikCRM during its crowdfunding campaign, taking the relationship beyond being only a software customer.

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Explore the DinamikCRM Capabilities Behind This Process

Quotation management, sales opportunity management and integration capabilities can support different stages of this use case.

How Does Your Process Work?

Let's Map What Happens After the Quote

How are quotations created, which teams become involved after approval, how does purchasing progress, and which information needs to reach other systems? Let's review your current process and evaluate how it could be managed with DinamikCRM.

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