Sales & CRM
Quotes, orders, price lists and customer records; account balance appears on the sales screen.
Move from a fixed template to a structure that fits your business
Off-the-shelf software gives you structure at the start; as the business grows, pricing rules, approvals, warehouse needs and reporting outgrow the template. marqey builds the system around how your business runs, instead of fitting your business into the software.
A structure built around your own fields, not a fixed screen
Off-the-Shelf Software
This solution takes your sales, stock, finance and approval work out of the off-the-shelf software's fixed screens and moves it into your business's own record structure. The core record of the work gets designed together with the team, documents, approvals and reports tied to it. Off-the-shelf software assumes a particular way of working; records flow as long as you fit the template. As your product range, approval needs, warehouse setup or reporting expectations change, the fit narrows: a missing screen moves into a file, a report that falls short moves into an outside spreadsheet, and an approval the program doesn't handle moves into message threads. The program stalls, and the work routes around it; marqey closes that detour.
Every step of the transition has a clear owner and a record
The transition runs in seven steps; a role carries out each step, and each step leaves a record in the system. The next step continues from that record.
The priority area gets picked
Management chooses the first process to move - sales, stock or finance; the transition plan opens as the record of that first phase.
Records take shape in your business's language
Team leads specify the fields they need for product, customer and price data; product and customer records get defined using the terms you already use.
Approval and authority rules get defined
The manager sets the limits for discounts, expenses and payments; the approval rule attaches to the record, and anything over the limit goes to approval.
Data moves over in bulk
Account records, product records and open balances move from your current program into the new structure; team leads check sample records, and the migration record shows exactly what moved.
Teams move to their own screens
The sales rep runs quotes and orders, the warehouse lead runs stock movements, and the finance lead runs collections from the new screen; every transaction gets logged to the shared record.
External connections go live
Bank, carrier and e-document connections activate; incoming activity lands in its own record, and the finance lead closes out the day without manual entry.
The management screen gets built around your question
Management specifies which question it tracks on cash, sales and stock; the report definition gets built accordingly and stays on record in the system.
What Do You Gain?
You manage as much as your business needs
You need fewer files and side tools
Work that doesn't fit the program no longer moves into an outside file; records, documents, approvals and reports accumulate on the job itself, and the team works from a shared record.
The decision screen forms around your business
Management isn't limited to what a stock report shows; the question you track on cash, sales, stock and team performance finds its answer on screen.
A growing business doesn't create new chaos
When you add a warehouse, product group, sales channel or approval step, the structure expands; each new step doesn't send you looking for another program.
The products that carry the transition
These products carry the move away from off-the-shelf software together. Bank, carrier and e-document connections plug into your existing setup; as scope expands, new products join the same record, and every transaction accumulates on the job it belongs to.
Frequently Asked Questions
Which signs show that an off-the-shelf system has reached its limit?
Teams start keeping side files, entering the same record twice or running approvals through messages. Base the change decision on the cost and control loss created by those workarounds.
Which teams use Off-the-Shelf Software?
Everyone currently working in your off-the-shelf software - sales, warehouse, finance and management. Each role sees its own screen. The record structure is shared.
Can the data in our off-the-shelf software be migrated?
Account records, product records, stock data and open balances move over in bulk. Scope and data quality get reviewed together as part of the migration plan.
Isn't it hard to give up the screens we're used to?
Since the new screens get built with your own fields and terms, the team finds familiar concepts in the new structure. Your current program stays open until the priority area is up and running, and you decide the cutover date together with us.
Can bespoke work be identified before the proposal?
Run a real order, manufacturing or service scenario during the review. Screens, rules and reports outside the standard setup are then separated between the starting scope and later work.
How You Start
Let's map where your program falls short today
Which records do you keep outside the program in a file, which reports fall short, which approvals run through messages, and where does the team struggle: let's assess it together. See marqey in a demo close to your current setup; together we decide which area - sales, stock or finance - to start the first phase with.