03 · B2B SALES & PILOT GOVERNANCE

Govern complex B2B technical sales from Lead and Site Survey to Pilot Acceptance

From first touch to post-sales maintenance on a single governed data stream.

Discuss Use Case Connected Modules

Fizibox Luna · B2B CRM PipelineChecklist Gate: Active

Surveying04

Site Survey · 11/11 ✓

Binh Duong Wood PlantReady for Pilot gate

Survey · 8/11

Tan Thuan Logistics HubMissing RTSP & power map

Pilot (5 Phases)03

Phase 3/5 · Telemetry Online

Zone B Textile Complex2 Edge Nodes · Heartbeat 99.9%

Fizibox LunaSurvey timeline synced · Ready to create Pilot transition ticket (Gated)

BOTTLENECKS & RESOLUTION

The breakdowns that stall B2B technical deal cycles

Moving accounts into Pilot without complete site readiness surveys leads to avoidable deployment failures.

✓

Mandatory Checklist Gates verify all survey items before allowing a deal to advance to Pilot.

Running Pilots without agreed baselines and acceptance criteria makes commercial conversion difficult.

✓

Pilot Tracker monitors the 5 pilot phases, target KPIs, daily snapshots and formal acceptance criteria.

Channel partners submit deal registrations and site surveys over scattered emails and chats.

✓

The Partner Portal (OTP allow-list) standardizes deal registration and A4 survey submission, auto-creating CRM records upon staff approval.

MODULES & PLATFORM

Connect Sales, Delivery Engineering and Channel Partners on one pipeline

B2B CRM & Partner Portal

Manages accounts, deals, namecard scans, partner deal registrations and checklist gates.

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Automation & Pilot Tracker

Turns Pilot goals into engineering work plans and tracks 5-phase acceptance milestones.

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Quoting (Quote Room)

Builds commercial quotes anchored to the exact configuration validated during site survey and Pilot.

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Knowledge & Doc Studio

Generates site survey reports, Pilot plans and acceptance minutes from company templates.

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GOVERNED HUMAN-IN-COMMAND

Clear accountability at every commercial handoff

01 · AUTO · SOURCED & LOGGED

Survey Intake & Opportunity Scoring

Luna analyzes site survey notes/photos and updates opportunity readiness scores.

02 · GATED · 2-BRAIN CHECK

Partner Registration & Stage Gate

Checks for duplicate accounts and verifies Checklist Gate completion before opening a Pilot.

03 · FLOOR · HUMAN SIGN-OFF

Pilot Sign-Off & Commercial Quote Approval

Process owners confirm Pilot outcomes and leadership approves the formal commercial quote.

Does a partner submission automatically become an accepted deal?−

No. Partner submissions enter an approval queue; only after staff review and approve does the system create official CRM records.

Unified Operating IntelligenceConnect knowledge, organizational memory and governed execution across departments.

Technical Quoting & ETO/ATOStandardize RFQ intake, BOQ/BOM take-off, Confirmed costing and revisioned quote approvals.

Shop-Floor Execution & QCLink production orders, work stages, workshop teams, QC forms and on-floor norm lookup.

Materials & Available-Stock ControlSeparate on-hand, allocated and available stock with approval-gated reconciliation.

Choose one workflow to start your Pilot with Fizibox

Share the bottleneck you are prioritizing and our team will scope a tailored Pilot plan.

Luna — Fizibox Assistant03 · B2B Sales & Pilot Governance

Hi! I'm Luna 👋 You're exploring "B2B Sales & Pilot Governance". Would you like to discuss how this fits your workflow or scope a Pilot?