Which sales process should you check first?
Choose a task that repeats in your business and where you can compare the situation before and after the change. These are three scenarios shown in the Youleap capabilities:
What should we offer the customer?
Review recommendations and a product basket based on purchase history, so that the sales rep arrives at the visit with a relevant offer. A possible metric to check: the time needed to prepare for the visit.
Who should we contact?
Identify a customer whose ordering pattern has changed, and review the order of priority for contacting them. A possible metric to check: the time from identification until the sales rep follows up.
Where does operations get stuck?
Review the step from a customer message or document to order data. A possible metric to check: handling time and manual corrections per order, together with an accuracy check.
What is needed from your team during implementation?
It is best to come to the check with a real process and with the people who know it. You do not need to start by mapping the whole business.
- The sales manager: to define one problem, who does the work today and what will count as an improvement.
- The person responsible for systems, or your ERP partner: to identify the version and interfaces, data sources, permissions and write limitations.
- A sales rep or operations person who knows the work: to describe a routine case and also the exceptions, such as an unrecognised SKU, an unusual price or a stock shortage.
- The person who approves the process: to define who checks a result, who approves an action and when to stop for manual handling.
Prepare a description of the workflow, a list of systems and a demonstration without sensitive information. The scope of the data and the access to systems are agreed separately, according to need and permissions.
What to check in the connection between Youleap and the ERP
The ERP remains part of your business infrastructure. In the fit check, define exactly which information is read, what is updated and in which direction.
| Topic | What to clarify | What to agree |
|---|---|---|
| Customers and catalogue | Where do customers, SKUs and order history come from? | The source of the information and the shared identifiers between the systems. |
| Prices and stock | How are the customer price list, discounts and availability checked? | How often the data is updated, and how missing or outdated data is handled. |
| Order creation | Does the process produce a recommendation, a draft or an order written into the ERP? | Who approves each step and which actions are allowed. |
| Exceptions and control | What happens when a customer or product is not recognised, or when the connection fails? | A manual review route and a way to find faults. |
What should you see in the demo before you decide?
Ask to go through a scenario that fits your business from start to finish. These are the points to check:
- Input: what the sales rep or customer enters, and which data comes from the systems.
- Result: a recommendation, basket or draft order that you can check against the data.
- Human control: where you can see what is about to happen and who approves the action.
- Exception case: how the process behaves when information is missing or has to be corrected.
- Capability status: what is available today, what depends on your integration and what is still in development.
A demonstration with illustrative data helps you understand the process. It is not proof of results at a specific customer, or of an integration that already works in your environment. If a customer story is presented, ask which components are running in it and under which conditions the result was measured.
Questions you should get answers to
Do we need to replace the ERP?
No. According to the Youleap solution definition, the system connects to the data in the ERP and adds an AI layer for sales on top of it. The fit of the connection to your version, interfaces and processes must be checked before implementation.
How long does it take to go live?
The time to go live depends on the complexity of the project, on connections to third parties and on the availability of your team. Ask for a plan that separates data connection, process definition, testing, training and go-live, with clear responsibility for each stage.
Are orders written to the ERP automatically?
This is a question to settle for the specific process and connection. Ask for a clear distinction between a recommendation, a draft and an actual write, and record who approves, what may be written and how exceptions are handled. Do not assume from a demonstration that automatic write permissions have been granted or are required in every project.
How do we measure whether the check succeeded?
Record a starting point and choose a metric that fits the process: visit preparation time, order handling time, manual corrections or response time to a change at a customer. Define in advance the test period, the sample size and the way of comparison. These are suggested metrics for the check, not a commitment to a result.
Let us check one process in your business
In the fit conversation you can start from the task that takes your team the most time, the systems involved and the result you want to check.
Book a demo