INDUSTRY · MANUFACTURING

Your sales process doesn't live in your CRM.

It happens in site visits, WhatsApp, technical meetings, calls and follow-ups. Performy turns what happens in the field into commercial intelligence.

The field → The pipelineManufacturing
FieldConversationsContextPipelineAction
Opportunity · ACMECRM
Last activity12 days ago
Customer contextLogged
Decision makerJoined
Technical requirementChanged
Next stepMeeting on Thursday
Opportunity context updated
Action neededSend the revised proposal before Thursday.
Customer visit

“The technical requirement changed.”

WhatsApp

“The decision maker joined.”

Call

“We need a revised proposal.”

Technical meeting

“The next meeting is Thursday.”

Illustrative example.

The industry reality

What happens in the field shouldn't disappear from the pipeline.

The CRM shows one part. The rest happens around the opportunity.

What the CRM sees

Last activity12 days ago

What happens in the field

Customer visitWhatsAppCallTechnical meetingFollow-up

How Performy sees it

Fragments from the field, turned into context.

The CRM is still part of the system. Performy makes visible what happens around each opportunity.

Customer contextWho they are and what they need

What was said in every visit and every call.

Decision makerWho decides

When they join and what they ask for.

“The decision maker joined.”

Technical requirementWhat changed

New specifications that change the proposal.

“The technical requirement changed.”

Next stepWhat's next

Dates, owners and what needs to be sent.

“The next meeting is Thursday.”

From signal to action

From what happened in the field to what needs doing.

01 · ContextThe opportunity gets updated.

With what was said, not just what someone logged.

02 · SignalWhat changed comes to the surface.

A requirement, a decision maker, a deadline.

03 · ActionYou know what to do next.

For example, send the revised proposal before the meeting.

How it works in Manufacturing

From the field to the pipeline.

Field activity + customer conversationsVisits, WhatsApp, calls and technical meetings.
Commercial contextWhat was said, organized by opportunity.
SignalsDecision maker, technical requirement, deadlines.
Next actionWhat to do and when.
01

After a visit

What was discussed is captured.

02

During follow-up

WhatsApp and calls add to the same opportunity.

03

In the sales meeting

You review opportunities with context, not just stage.

04

Before the next touchpoint

You know what changed since last time.

Proof

Built on real sales conversations.

3,5×

Higher close rate with performance > 65%.

95%

Of sellers improved their performance in < 60 days.

100%

Of sales meetings evaluated in real time.

General Performy data. Not specific to any one industry.

Make your sales process visible.

Make your sales process visible →

Also in Performy:NotetakerRevenueSales ManagerIntegrations