Why B2B sales workflows don’t scale
When workflows are informal, every deal becomes a custom project.
Too many handoffs
Data is copied between files, emails, and systems, causing delays and errors.
Approvals are disconnected
Decisions happen outside the system, so nobody trusts the final quote.
Operations receives unstructured outputs
Quotes can’t be consumed downstream, so orders require manual rebuilding.
Workflow automation built around commercial rules
Recerc standardizes sales execution with rule-aware workflows that connect to your ERP.
Structured quoting
Build quotes from catalog, files, or APIs in a consistent format.
Embedded approvals
Approvals trigger automatically with the right context and audit trail.
ERP-ready handoff
Outputs align with downstream requirements to reduce rework.
How automation works
Capture the request
Intake from Excel, PDF, email, or portal into a structured draft.
Apply rules
Pricing, constraints, and validations run automatically.
Route approvals
Threshold-based approvals are assigned to the right stakeholders.
Hand off to execution
Approved quotes convert to order-ready data for ERP creation.
Core capabilities
Workflow configuration
Define steps, thresholds, and roles without brittle process docs.
Validation rules
Prevent incomplete or non-executable quotes before they reach ops.
Audit trails
Track every change, approval, and exception.
Integrations
Connect quoting to ERP and automation tools through APIs and events.
Fits into your stack
Modernize execution while keeping existing systems and ownership intact.
Before and after Recerc
- Manual, ad-hoc processes
- Approvals outside the system
- Rework during order creation
- Low visibility and accountability
- Standard workflows for every deal
- Automated approvals and logs
- Structured handoff to operations
- Clear metrics and traceability
FAQs
Next reading
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