Sales & Service Six hubs on one customer record

After the visit, the sale keeps moving

Requirements, samples and trials, complaints, competitors, sales material and channel partners each get their own hub in BeatOS, and every one of them writes to the same customer record your reps fill in on site.

Book a free demo Follow one deal

One customer record
Seen by the field
In your reports

Patil Infra Projects

Stage: Quotation
Health: Healthy
Open trial: 1
Complaints: 0 open

Requirement 36018,000 sq ft need Samples & TrialsTrial passed ComplaintsNone open Competitor 3602 rivals on site Sales KitCase study shared Channel PartnersLead from a dealer

In plain words

What Sales & Service does for you.

Most field software stops at the visit. Real B2B selling goes on long after it: samples, trials, price fights, partners and the service that keeps a customer buying.

Before the order

Win it properly

Capture what the customer needs, who decides, what the competition offers, and prove your product with samples and trials.

While selling

Sell it the same way

Every rep uses the same scripts, answers and case studies, and dealers bring leads that are tracked and credited.

After the order

Keep the customer

Complaints are investigated and closed with a root cause, so the next order comes from the same customer.

One deal

Follow one deal through every hub

Patil Infra needs waterproofing for a new tower. Click a step to see what the team sees in BeatOS.

The six hubs

Each hub, and what it shows you.

Switch on the hubs you need. They all read and write the same customers, leads and opportunities in BeatOS ERP.

Hub 01

Requirement 360

Every opportunity starts with what the customer actually needs. Record the requirement, map the people who influence and sign, and let BeatOS score the opportunity's health from real activity.

Requirement forms you design, by product
Stakeholders with role and relationship
Stage gates that must be met before moving on
Customer and opportunity health scores

Used by Sales repsSales managers

Requirement · Tower BLivePatil Infra

RKR. KulkarniPurchase · signsMJM. JoshiConsultantSDS. DeshmukhSite in chargeAPA. PatilOwner

Opportunity healthHealthy · 78

Need
Spec
Trial
Quote
Order

Hub 02

Samples & Trials

Products that must be proved before they are bought need samples and trials that are planned, approved and recorded. See where every sample is, and which trials turn into orders.

Sample requests with approval rules
Trial forms with readings, photos and results
Pass, fail and retest against your criteria
Trial-to-order conversion by product

Used by Technical serviceSales reps

Sample pipelineOctoberPune region

Requested18

Approved16

Dispatched14

In trial10

Passed7

Ordered5

Waiting on approval2 requests over ₹ 10,000 sample value

Manager

Hub 03

Complaints

A complaint handled well keeps a customer. Each one is logged with its source and priority, investigated, traced to a root cause, fixed, and kept from happening again.

Priority and assignment rules
Sample collection and investigation
Root cause, corrective and preventive action
Escalation matrix and customer feedback

Used by Quality teamTechnical serviceSales reps

CMP-26-0042HighOm Sai Constructions

Logged
Slow setting in slab · site engineer27 Oct
Sample collected
Sent to lab28 Oct
Root cause
Dose above 1.2% in cold weather30 Oct
Corrective action
Revised dose chart · AmitDue Fri
Preventive action
Cold-weather note in the Sales KitNext

Hub 04

Competitor 360

Your reps see competitors every day. Competitor 360 turns what they see into prices, threats and battle cards that the whole team can use, by area and by customer.

Competitor products and price records
Who uses what, at which customer
Threats with an action plan
Battle cards and market observations

Used by Sales managersMarketingSales reps

Price watch · admixtureThis monthPune East

Our RT7730₹ 96/kg

Competitor A₹ 92/kg

Competitor B₹ 99/kg

Competitor A offering free trialsSeen at 3 batching plants this month

Threat

Battle card updatedStrength gained per rupee spent

Ready

Hub 05

Sales Kit

The best answer to a hard question should not live in one rep's head. The Sales Kit puts playbooks, scripts, objection answers, product cards and case studies on every rep's phone.

Playbooks with steps for each kind of deal
Scripts and discovery questions
Objection answers your best reps wrote
Case studies and product cards to share

Used by Sales repsNew joinersMarketing

Objection · priceSales KitUsed 34 times

The customer says"Your price is higher than the others."

Answer with

Cost per cubic metre, not per kg
Cement saved at the same strength
Fewer rejected pours on site

Case study · Metro BatchingCost per m³ calculator

Hub 06

Channel Partners

Dealers and distributors are part of your sales team. Onboard them step by step, share leads with them, and score each partner on what they actually deliver.

Onboarding templates with each step tracked
Leads shared with partners and followed up
Partner scorecards
Onboarding pipeline and lead-sharing reports

Used by Channel managersSales managers

Deccan TradersDealerSince Oct

Application received
KYC and GSTIN verified
Dealer agreement signed
Product training done
First stock order

Scorecard

Leads shared this quarter12 shared · 5 won

Active

Who uses it

Something for everyone around the customer.

Sales reps

The customer's needs, trials, answers and history on the phone, before every visit.

Technical service

Samples, trials and readings in one place, shared with sales the moment they are saved.

Quality team

Complaints with investigations, root causes and actions that are actually closed.

Sales managers

Opportunity health, competitor threats and trial conversion, by person and area.

Marketing

One place for playbooks and case studies, and a clear view of which ones reps use.

Channel managers

Dealer onboarding, shared leads and scorecards, instead of spreadsheets.

Beyond the hubs

And more in the box.

Further tools that work alongside Sales & Service, on the same records.

Tour plans & approvals

Out-station tours planned, approved by rule, and checked against the travel policy.

Sales forecasting

Forecast versions and scenarios by product and period, reviewed against actuals.

SLAs & escalations

Response-time promises with automatic escalation before they are broken.

KPI reviews & incentives

KPI templates, performance reviews and incentive rules tied to real numbers.

Service tickets & contracts

Tickets on the customer, run on the SLA from their service contract.

Invoice PDF import

Upload a PDF invoice; customer and items are matched and a sales invoice is created.

Project discovery

New projects and companies found by industry and area, ready to become leads.

See every featureField, managers and visit to invoice See it for your industryConstruction chemicals, agri inputs, building materials, industrial B2B

FAQ

About Sales & Service

Your process looks different?

Forms, stages and rules are set up to match how you sell.

Book a demo →

Do we need all six hubs?

No. Switch on only the hubs you need. A paint or tiles company may start with Competitor 360 and Channel Partners; a construction chemicals company with Samples & Trials and Complaints.

Is this separate from our CRM?

No. The hubs work on the same leads, opportunities and customers in BeatOS ERP, so there is one customer record and nothing to sync.

Can we use our own forms and stages?

Yes. Requirement forms, trial forms, complaint priorities, approval rules and stage gates are set up to match your process.

Do reps use it from the phone?

Yes. Reps and technical staff record requirements, trials, competitor sightings and complaints from the BeatOS app, even without signal.

Which reports come with it?

Stage velocity, trial analytics, complaint and SLA reports, competitor and partner reports, and anything else your team needs can be built.

Keep every deal moving.

See the hubs your team needs, on a demo with your own products.

Book a free demo How we implement