Lead-to-Quote in e:corg ERP: Turning Leads into Sales Through Process Automation

In B2B sales, speed and precision are everything. If you’re slow to respond to inquiries, unorganized in your follow-up, or inconsistent in pricing — your prospects will move on. You need a system that takes you from the first customer interaction to a tailored sales proposal, without manual friction or missed opportunities.

That’s exactly what the Lead-to-Quote (L2Q) process in e:corg ERP delivers.

In this article, we’ll explore how e:corg ERP helps you manage leads, streamline sales engagement, and generate accurate quotes — all while integrating with your broader CRM, contract, and order management functions

Lead-to-Quote is the process that starts with a marketing lead or inquiry and ends with a formal commercial proposal (quotation). In e:corg ERP, this isn’t just a sales form — it’s an integrated, intelligent workflow that helps you capture, qualify, and convert leads into deals.

The L2Q process includes:

- Marketing campaign management

- Lead creation and tracking

- Opportunity qualification

- Customer data capture

- Quotation preparation

- Pricing and discount rule enforcement

- Proposal approval and submission

It connects directly to Order-to-Cash, so accepted quotes can be converted into sales orders without re-entry.

1. Lead Generation and Capture

Leads can be entered manually, imported from marketing campaigns, or integrated through web forms and CRMs. Each lead includes:

- Contact info

- Source channel (email, social, event, etc.)

- Product interest

- Status and owner

Sales reps are automatically assigned, and follow-up reminders can be triggered.

2. Opportunity Qualification

You assess the lead based on readiness, budget, and potential value. If qualified, it’s promoted to an opportunity, linked to a customer or account.

The system tracks:

- Sales stage

- Competitors

- Key decision-makers

- Estimated close date

3. Commercial Proposal Creation

You can now build a quotation based on:

- Product master data (pricing, availability, specs)

- Customer-specific terms

- Special promotions or discounts

The ERP enforces pricing logic and approvals for discounts beyond thresholds. Bundled products, tiered pricing, or volume deals are supported.

4. Proposal Approval and Submission

Once ready, the quote is reviewed (if required), then submitted to the customer in PDF format or via integrated email. Proposal revisions are tracked under the same opportunity.

5. Confirmarea si inchiderea

La final, inregistrezi:

- Cantitatile produse

- Timpul consumat

- Materialele folosite

- Pierderi si rebuturi

Aceste informatii actualizeaza stocurile si costurile.

✅ 1. Speed Up Sales Cycles

Time kills deals. e:corg ERP gives your reps instant access to products, pricing, and templates — cutting quote time from days to minutes.

✅ 2. Reduce Errors

Manual pricing or copying data from spreadsheets leads to costly mistakes. The ERP ensures quotes are based on current rules and inventory.

✅ 3. Improve Visibility

Sales managers can track every opportunity — from open status to final quote — in one place. No more chasing sales reps for updates.

✅ 4. Boost Conversion Rates

By reacting faster and delivering professional, accurate proposals, you stand out in the buyer’s journey.

Imagine you’re a company selling industrial HVAC systems. A lead comes in from your latest trade show.

- A rep qualifies the lead in e:corg ERP and links it to a potential deal worth €150,000.

- They build a quote with multiple units, include installation service, and apply a promotional discount.

- Because the discount exceeds 10%, the quote is routed for approval to the sales manager.

- Once approved, the quote is emailed directly from the system with your branded template.

- The customer accepts. With one click, the quote is converted into a sales order — triggering the Order-to-Cash process.

All this happens in one system, with no manual re-entry or disconnected tools.

e:corg ERP doesn’t stop at quoting. You can also:
- Track marketing campaigns and lead sources
- Manage customer contracts and pricing conditions
- Monitor fulfillment against contract terms
- Assess customer credit risk and set credit limits
This creates a seamless bridge from marketing → sales → contracting → fulfillment → invoicing.

Your sales process should never be a bottleneck. In fact, it should be a competitive edge.

Lead-to-Quote in e:corg ERP gives your team the structure, speed, and data they need to win more deals — and do it without manual errors or delays.

With end-to-end visibility, automated workflows, and pricing control, your entire quote process becomes:

Faster

Smarter

More scalable

👉 Ready to modernize your sales engagement process? e:corg ERP’s L2Q solution is built for exactly that.