# Automate the sales workflow without breaking operations

> Replace spreadsheet-and-email chaos with structured workflows that produce ERP-ready outputs.

Canonical source: [https://recerc.com/en/use-cases/sales-process-automation](https://recerc.com/en/use-cases/sales-process-automation)

Language: en

Category: Sales Process Automation

## At a glance

- Standardized quoting and approvals
- Fewer manual touchpoints
- Faster handoff to operations

## Reported outcomes

- **Manual rework:** ↓
- **Quote cycle time:** ↓
- **Process consistency:** ↑

## 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

1. **Capture the request.** Intake from Excel, PDF, email, or portal into a structured draft.
2. **Apply rules.** Pricing, constraints, and validations run automatically.
3. **Route approvals.** Threshold-based approvals are assigned to the right stakeholders.
4. **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

- **SAP** — ERP
- **Odoo** — ERP
- **Excel** — Input
- **API** — Integration

Modernize execution while keeping existing systems and ownership intact.

## Before and after Recerc

### Before

- Manual, ad-hoc processes
- Approvals outside the system
- Rework during order creation
- Low visibility and accountability

### After

- Standard workflows for every deal
- Automated approvals and logs
- Structured handoff to operations
- Clear metrics and traceability

## FAQs

### Can we start with one workflow and expand?

Yes. Most teams start with quoting and approvals, then add portals, APIs, and automations.

### Do we need to replace our CRM?

No. Recerc can coexist with your CRM and focuses on commercial execution and ERP handoff.

### How do you ensure ops can execute what was sold?

Validation rules and structured outputs ensure quotes match operational requirements.

## Make sales execution repeatable

Walk through a real workflow from request to ERP-ready output.