Food Ingredient Sales Automation: Streamline Leads, Samples & Lab Processes

Automate sales workflows for food ingredient suppliers with our prebuilt Microsoft Dynamics add-on. From lead acquisition to sample and lab management, streamline operations, reduce errors, and gain real-time visibility for faster business growth.

Trusted Microsoft Dynamics Partner - Empowering 25+ Global Brands

Why Choose Our Food Ingredient Solution

- End-to-End Automation: From leads to lab operations, reduce manual effort and errors.
- Real-Time Sales Visibility: Gain actionable insights across all stages of the sales pipeline.
- Seamless ERP Integration: Connect with Microsoft Dynamics and other ERP systems to unify data.
- Team Collaboration: Integrated with MS Teams to improve workflow communication and approvals.

Our food ingredient solution heavy-lifts your tasks by putting the entire sales process on autopilot

Streamlines multi-company management

- Multi-Company Management: Centralize data with Power Automate for multi-entity operations.
- ERP Connectivity: Prebuilt connectors for smooth data exchange and automated workflows.
- Sales Analytics & Forecasting: Interactive dashboards and drill-down insights to track revenue, pipeline, and trends.
- Team Collaboration: Microsoft Teams integration for instant alerts, updates, and approvals.
- Customizable Invoice Templates: Automate proforma and regular invoices with flexible rules.

Seamlessly integrates with any ERP

Our food ingredient solution provides an extensive library of connectors that facilitate integration with different ERP systems.

It has inbuilt connectors that serve as a bridge between our solution and the ERP software, enabling a seamless exchange of data while triggering automated workflows based on specific events or triggers within the ERP system.

Identify emerging trends and forecast future sales performance

Our add-on has interactive visualizations that make it easy for your business to analyze the underlying sales trends. These reports can include charts, graphs, and maps that provide a visual representation of sales data, allowing stakeholders to quickly identify patterns, spot anomalies, and gain deeper insights into sales trends.

You can interact with the visualizations by drilling down into specific data points, applying filters, and exploring different dimensions, enabling a comprehensive analysis of sales trends.

Collaborate through Microsoft Teams

Our food ingredient solution is integrated with MS Teams to help your team send instant notifications, alerts, or updates about workflow progress, approvals, or any other relevant information. This ensures that team members stay informed and can take necessary actions in a timely manner.

That’s just not it. It enhances efficiency, transparency, and collaboration, ultimately improving overall productivity and achieving better business outcomes.

Detailed sales analytics and reports

Get access to a range of customizable dashboards and reports to view sales data in a way that’s most relevant. Track key metrics such as revenue, pipeline value, win/loss ratios, and more to help businesses identify trends, spot opportunities, and make informed decisions about sales strategies.

Enable data drill-down and delve into granular levels of information to see country wise sales, how many leads each sales person has converted, how a business unit is performing, check quarterly data, sales percentage, top customers, and more. Uncover hidden insights, opportunities, and gain a comprehensive understanding of complex business scenarios.

Customized invoice template configuration

Automate the creation of invoice templates, including proforma invoices. With our workflow automation capabilities, you can set up a process that generates performa invoice templates based on predefined rules or triggers. This eliminates the need for manual template creation and saves time and effort.

Not just that, define rules that determine the content and format of the template based on specific conditions or variables. This flexibility enables you to accommodate different scenarios while tailoring the performa invoice templates to meet specific requirements or customer preferences.

Transform your sales teams into
calculated business enablers

Save time and get more done with our centralized add-on that automates
even the smallest sales task, so your team has enough time
building strong customer relationships.

Ask us how

Our F&B ingredient solution can do wonders
for your business outcomes

Accelerate Sales Processes

Streamline tasks from nurturing to quotes and samples. Custom dashboards provide granular insights for informed actions. Unified System: Integrate multiple tools for consistent data across sales, ERP, and CRM.

How we execute:
Provide advanced data to sales teams to improve customer experience.
Our add-on can integrate with any ERP or CRM to prevent data errors and allows salespeople to spend more time on strategic activities.
Focus on strategic activities while automation handles routine tasks.
Better visibility of customer opportunity lifecycle

Create a strategic road map that lets you better understand, visualize and take note of touch points and scenarios with desired timelines. 

How we execute: 
Understand the customer journey to ensure better customer experience and suggestions.
A strategic road map can help visualize touch points and desired timelines.
Improving the conversion rate and reducing customer defection rate can be beneficial
Holistic view of opportunity and order tracking

Manage your tasks and activities with a clear ownership, be it in-house or with external lawyers. Reduce errors, improve communication, and optimize resource allocation.

How we execute: 
Define processes and ownerships
Track tasks, follow-up, and prepare a checklist for the upcoming ones
Track the performance of your team against each task

Our sales automation solution is exclusively designed for food ingredient suppliers to transform processes and speed up service delivery

Accelerate sales processes

Give a single access point for every process, so your sales team can easily go from nurturing to sending quotes and samples, automating even the mundane tasks along the way.

Empower sales team

Give sales teams the power to drive conversations with the prospects to reduce sales cycles, close deals in less time, and prevent delays back-and-forth.

Get data-driven insights that make sense 

With all your requests in one, digital place, you’ll finally have the data you need to track and analyze workload, identify risks, and know where to invest legal resources.

Increase efficiency

Automate routine tasks, such as lead capture, follow-up emails, and appointment scheduling. Fees up sales reps' time to focus on more high-value activities, such as engaging with prospects and closing deals.

Enhanced communication

Communicate with prospects and customers more effectively and efficiently. Send personalized emails, schedule follow-up calls, and even send automated messages to move the sales needle faster.

Informed decisions

With custom dashboards and reports, sales teams can track crucial metrics and other performance indicators to help them identify areas for improvement and make data-backed decisions.

Our F&B ingredient solution is highly-integratable, so stop entering the same information into multiple systems. With a unified system in place, synchronize your sales data automatically without any struggle!

Get Started Today

Transform your food ingredient sales with our Microsoft Dynamics add-on. Book a demo, request a strategy session, or contact us at info@terracez.me for faster growth.

$79.00
From 300+ Customer Reviews
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