Standard by MetraSlate: Metrology Edition
Capture enquiries, qualify leads and manage the sales pipeline. Keep customer relationships, follow-up, forecasts and quotations connected to the work your laboratory delivers.
Pilot / Early Access Standard by MetraSlate: Metrology Edition. How Evaluation Works
Pilot / Early Access. Demonstrate the sales process with your account structure, pipeline stages, roles and quotation workflow.
See this workflow
Select a recall month on the customer account. The equipment register shows the instruments due in that period.
Standard by MetraSlate: Metrology Edition gives sales and operations a shared customer record. A lead can become an account and an opportunity; an opportunity can link to a quotation; approved quotation lines can become a work order for registered equipment.
Keep the owner, contact, recorded activity and commercial details with the opportunity. Your team can review open business, understand stalled deals and follow the customer conversation into the laboratory.
Record the enquiry, source, contact and person responsible. Set the lead’s next-action date and log calls, emails or meetings so the next colleague can see what happened and what needs attention.
When a lead is qualified, connect it to an existing customer account or create a new one. Choose whether to open an opportunity as part of that conversion.
Track opportunities through configurable stages with an owner, primary contact, expected value and expected close date. Keep activity history and related quotations with the deal.
Review opportunities that have spent too long in a stage. Record why a deal was won or lost so the pipeline explains outcomes as well as totals.
See the total value of open opportunities or a forecast weighted by the probability assigned to each stage. The selected basis stays visible so managers can distinguish the open pipeline from its weighted estimate.
Forecasts reflect the recorded opportunity values and configured probabilities. They help the team plan and prioritize; they are estimates rather than booked revenue.
Connect parent accounts, sites, contacts and account ownership. Record contact roles and quotation-approval authority alongside the equipment and work associated with the customer.
Sales can prepare the next conversation from the account history, while laboratory staff retain the customer context behind the job.
Link the opportunity to a quotation for the same customer. Keep issued revisions, approval evidence, purchase-order information and approved line items together.
For registered equipment, convert approved service lines into a linked work order. Instrument, service and site identity travel through the handoff so operations can see what the customer authorized.
In everyday use
Follow the record, the decision and the person responsible for the next step.
Related capabilities
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