Commercial Management
Free up time and increase efficiency with structured and reliable support.
Reliable and responsive support for seamless commercial management tailored to your needs.
Quotes, invoices, payment reminders, order tracking: we help you structure and streamline your daily operations.
Quotes, invoices, payment reminders, order tracking: we help you structure and streamline your daily operations.
Services
Discover my commercial management services
I offer experienced and flexible support to track your sales, streamline your
customer relations, and ensure rigorous commercial management of your business.
Sales Administration
- Creating and sending quotes to clients
- Converting quotes into orders/invoices
- Management of purchase orders and delivery notes
- Tracking client payments and collections
- Payment reminders for overdue invoices and management of simple disputes
- Filing and archiving of commercial documents
Customer Relationship Management (CRM)
- Updating and tracking the client and prospect database
- Centralizing client communications (emails, calls, after-sales support)
- Preparing and sending commercial communications (offers, promotions)
- Analysis and reporting of commercial activity (turnover, outstanding payments, reminders)
Sales activity support
- Preparing tender documents or commercial proposals
- Assistance with appointment scheduling and calendar management
- Coordination with logistics or field teams for deliveries and interventions
- Tracking key performance indicators (KPIs)
Reporting & Management
- Creating dashboards to track sales and outstanding client payments
- Analysis of payment terms and generated turnover
- Alerts on client deadlines or late payments
Who is it for?
- VSEs, artisans, freelancers, self-employed professionals
- SMEs wishing to outsource their commercial back-office
- Organizations with a temporary or growing administrative workload
Why choose Make it Easy?
The benefits of our support
Improved client tracking
- Quote and invoice reminders, payment tracking, CRM management…
- Better customer relations, easier loyalty building
Sales cycle optimization
- Streamlined quote, order, and invoicing processes
- Fewer errors and reduced lead times
Increased visibility into performance
- Commercial dashboards, activity reports
- Decision-making support
Development support
- Involvement in inbound call management, marketing support
- Support for growth without increasing overhead