B2B quotation to payment workflow
Proposal-to-Cash AI：B2B 見積もりから回収までのワークフロー
Proposal-to-Cash AI は、見積もり、提案フォロー、請求状況、入金確認を1つの見える業務フローにつなげます。WhatsApp、メール、スプレッドシート、会計リマインダーの間で案件を失わないよう、次アクション、AI 下書き、回収までの可視性を整えます。
現在の見積もりステージと、フォローアップを追跡している場所を共有してください。
対象
- B2B service companies that send many quotations and need disciplined follow-up.
- Sales/admin teams that hand off between proposal, invoice, delivery, and payment collection.
- Founder-led SMEs where the owner still chases every quote manually.
- Teams that need a practical AI 工作流 before investing in a full ERP or enterprise CRM.
よくある課題
- Quotes are sent, but follow-up timing depends on memory.
- Sales, finance, and delivery status are tracked in separate places.
- Management cannot see which proposals are stuck, won, lost, invoiced, or paid.
- Customers receive inconsistent follow-up language across different staff members.
提供内容
- Workflow map from inquiry to quotation, follow-up, invoice, payment, and renewal opportunity.
- Status model and dashboard for quote stage, owner, next action, and payment state.
- AI-assisted follow-up prompts and message drafts for email or WhatsApp usage.
- Reminder rules and escalation points for overdue proposals or unpaid invoices.
- Implementation plan that can integrate with SmartSales CRM, spreadsheets, forms, or custom admin portals.
期待できる成果
- Fewer proposals disappear after being sent.
- Owners and managers see where revenue is blocked before month-end.
- Staff get clearer next actions and reusable follow-up language.
- The business develops a repeatable revenue operation rather than one-off quote chasing.
実績・根拠
- Built from InnovateXP’s broader work in CRM, WhatsApp follow-up, dashboard, booking, and admin portal projects.
- Designed for practical SME adoption before large-scale system replacement.
- Can connect with SmartSales CRM or become a standalone workflow prototype depending on scope.
FAQ
- Is Proposal-to-Cash AI a fixed product?
- It is a workflow implementation pattern. Depending on your team, it may become a SmartSales CRM setup, a custom dashboard, a no-code workflow, or an internal tool.
- Can it work with WhatsApp follow-up?
- Yes. The workflow can include WhatsApp-friendly draft messages, next-action reminders, and status tracking for chat-led sales teams.
- Does it replace accounting software?
- No. It focuses on workflow visibility and follow-up discipline around proposals, invoices, and payments. Existing accounting tools can remain in place.
- How do we start?
- Start with an audit of the current quote-to-cash path. We then define the first dashboard, automation, and AI draft points.