# B2B Sales and Service Management Software | BeatOS > Track requirements, samples and trials, complaints, competitors, sales playbooks and channel partners on one customer record with BeatOS. URL: https://beatoserp.com/beatos/sales-service [Home](https://beatoserp.com/beatos) / Sales & Service 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](https://beatoserp.com/beatos#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 reps Sales managers Requirement · Tower B Live Patil Infra RK R. Kulkarni Purchase · signs MJ M. Joshi Consultant SD S. Deshmukh Site in charge AP A. Patil Owner Opportunity health Healthy · 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 service Sales reps Sample pipeline October Pune region Requested 18 Approved 16 Dispatched 14 In trial 10 Passed 7 Ordered 5 Waiting on approval 2 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 team Technical service Sales reps CMP-26-0042 High Om Sai Constructions - Logged Slow setting in slab · site engineer 27 Oct - Sample collected Sent to lab 28 Oct - Root cause Dose above 1.2% in cold weather 30 Oct - Corrective action Revised dose chart · Amit Due Fri - Preventive action Cold-weather note in the Sales Kit Next 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 managers Marketing Sales reps Price watch · admixture This month Pune East Our RT7730 ₹ 96/kg Competitor A ₹ 92/kg Competitor B ₹ 99/kg Competitor A offering free trials Seen at 3 batching plants this month Threat Battle card updated Strength 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 reps New joiners Marketing Objection · price Sales Kit Used 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 Batching Cost 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 managers Sales managers Deccan Traders Dealer Since Oct - Application received - KYC and GSTIN verified - Dealer agreement signed - Product training done - First stock order Scorecard Leads shared this quarter 12 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](https://beatoserp.com/beatos/features) [See it for your industryConstruction chemicals, agri inputs, building materials, industrial B2B](https://beatoserp.com/beatos#industries) FAQ ## About Sales & Service Forms, stages and rules are set up to match how you sell. [Book a demo →](https://beatoserp.com/beatos#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](https://beatoserp.com/beatos#demo)[How we implement](https://beatoserp.com/beatos/services/erp-implementation)