DE | EN
Project Management

Manage sales projects – from request to execution.

Salestron helps companies manage project requests, special conditions, approvals, price confirmations and actual project execution in a traceable process.

Manage project business centrally Approve special conditions transparently Support project execution through to sell-out
Project management in Salestron
How Project Management Works

From project request to actual execution.

Project business is captured, approved, closed and supported through to actual execution.

Create project

Capture project requests with end customer, partners, products and volume.

Approve project

Review project prices, approve special conditions and document decisions.

Close project

Close won, lost or unrealized projects in a traceable way.

Monitor project execution

Use sell-out reports to check whether approved project quantities were actually implemented.

Create project in Salestron
Create Project

Bring all information together in the project context.

Project business often involves manufacturers, sales partners, distributors and end customers. That is why all relevant information is brought together in one shared project.

Products, quantities, project prices, contacts and planned volumes are directly connected and form the basis for further project processing.

End customers

Sales partners

Products & quantities

Project prices

Execution method

Approval Process

Review and approve project prices transparently.

Special conditions are not decided in isolation. Every project price is connected to the end customer, partner, products, project volume and approval level.

This keeps it traceable who made the decision, which conditions were confirmed and where approval is still pending.

Project requested

Project prices and special conditions are submitted for review.

Check approval

Responsible people review conditions, discounts and project information.

Document decision

Approvals, rejections and comments remain traceable in the project history.

Approval process for project prices in Salestron
Confirm Project Prices

Approved project prices become a binding confirmation.

After approval, project prices are officially confirmed and made available to the participating sales partners or distributors.

This clearly documents which conditions apply to which project – regardless of whether execution takes place via distribution or through an open-book process.

  • Confirm project prices bindingly
  • Map standard and open-book processes
  • Document confirmations in the project context
Approved

Project price approved

Approval + Project price + Partner = Project confirmation
Document created

Project confirmation

The confirmed conditions are provided as a binding project document and remain traceably stored within the project.

Standard process: report project prices to distributors.
Open-book process: provide project prices for end customers.
Project Control

Know which projects need attention.

After approval and price confirmation, the actual project support begins. Salestron shows which projects are open, which decisions are pending and where action is needed.

Project overview in Salestron

Keep all project business in view.

Monitor open projects, approvals, decisions and project volume centrally. This makes it immediately visible where attention is required.

Project details and project history in Salestron

Track every project transparently.

Status, history, responsibilities and decisions remain available directly within the project. This keeps every development traceable.

Project Closure & Execution

Close projects and later check actual execution.

A project can be closed as won, lost or not realized. Sell-out data later makes it traceable whether the approved project quantities were actually called off and implemented.

Project Closure

Document the outcome of a project.

Projects can be closed as won, lost or not realized.

  • Document won projects
  • Analyze lost projects
  • Record reasons for loss
  • Track closure status
Sell-Out Monitoring

Check whether the project was actually implemented.

Sell-out data from distribution shows whether approved project quantities were actually called off and implemented.

  • Track project quantities
  • Check actual execution
  • Make product flow visible
  • Evaluate project execution

Do not just approve project prices. Understand whether the project was actually implemented.

Typical Questions

Which questions project management answers in sales.

Which projects are currently open?

Which special conditions were requested?

Which projects are waiting for approval or a decision?

Which project prices were confirmed?

Which projects were won or lost?

Were the approved quantities actually implemented?

Sales Benefit

More clarity in project business.

Project management in Salestron creates transparency over project opportunities, special conditions, approvals, price confirmations and actual execution in the market.

Project opportunities remain visible

Ongoing projects, status and priorities remain traceable for sales and management.

Approvals become more transparent

Special conditions, project prices and decisions are documented in the project context.

Execution becomes verifiable

Sell-out reports show whether approved project quantities were actually implemented.

Would you like to gain a clearer view of your sales?

Let us discuss how developments can become visible earlier and how your sales organization can be managed on a shared data foundation.