Accelerator · Sales and CRM
Velocity brings a sales team’s leads, client conversations, follow-ups and field activity into one place, and passes won deals straight to billing. Built on Ascent’s experience of how sales actually runs in growing businesses, it is tailored to each client’s process rather than asking the team to adapt to the software.
In most growing businesses, sales does not fail for lack of effort. It slips through the gaps between tools. Leads sit in spreadsheets, conversations live in individual inboxes and phones, and follow-ups depend on memory. When a deal closes, someone re-types the details into the accounting system.
What was discussed, sent and promised is scattered across people and places.
A client’s response lands in one person’s inbox, and the rest of the team never sees it.
Commitments made in a meeting are easy to lose in a busy week.
Revenue is visible; the meetings, demos and effort behind it are not.
Won deals are re-keyed into invoices, which adds delay and errors.
Each lead is recorded with the client, contact, source, partner and the products or services being discussed, and moves through clear stages. Team members can share ownership of a lead, so colleagues working on the same opportunity see the same picture. Early conversations that are not yet a formal lead can be recorded too, and converted into a lead when the time is right.
Calls, meetings, emails, messages and notes sit on a single timeline for each lead. Client emails go out from Velocity in the salesperson’s name, with their signature and any attachments. When the client replies, the response is filed automatically against the right lead and appears in a shared inbox until someone responds. Nothing waits unseen in a personal mailbox.
Any conversation can carry an action item with a due date. Each person has one list of what is pending, so commitments made in a meeting become tasks the same day.
Velocity keeps a shared list of the people the team already knows, with simple details and a note on how the team knows each one. For client events and meetups, the team records the event, invites prospects from the list, and tracks confirmations and attendance, building a clear record of who engaged and when.
Each day, team members record where they were and the meetings they held: online, in person and product demos, with the time spent on each. Over the year, this builds a picture of field effort and coverage, including a heatmap of the cities the team has worked in.
When a lead is marked as won, it is ready for billing. With a few selections, Velocity creates a quote or invoice in Zoho Books for the right billing entity, applies the correct GST treatment and sends it to the client. Payment status flows back, so the sales team can see which deals have been paid without chasing the accounts team.
Dashboards show the pipeline by stage, interaction activity by month across the financial year, and each person’s meetings and days in the field. Leaders see both the outcomes and the effort behind them, with detail one click away.
On a phone, Velocity works like an app: it can be added to the home screen and opens full-screen, with simple tabs for Home, Inbox, Leads, Interactions and Outreach. Team members sign in with a one-time code sent to their email, with no password to remember, and stay signed in through the working day.
Every implementation follows Ascent’s approach.
How your team finds, qualifies and closes business.
Where leads and follow-ups are being lost.
Configure stages, fields and workflows around your process, and connect your existing systems.
Stay with your team through adoption.
You start from a proven platform and end with a system that reflects how your business actually sells.
Every client conversation is in one place, visible to the people who need it.
Client replies reach the team immediately and stay visible until someone answers.
Commitments become tracked actions with due dates.
Leaders see the meetings, demos and field effort that drive results.
Won deals become invoices without re-entry, and payment status comes back to sales.
Contact us
Engage with a senior advisor to discuss your priorities. We begin by understanding your context, then offer an objective perspective on where value can be created and how Ascent can support you.
We develop an understanding of your context, priorities and constraints.
We share an objective view of where the greatest value lies.
A scoped approach, aligned to your strategic objectives.
Share a few details and the right person from our team will be in touch.
Contact us
Share a few details and the right person from our team will be in touch.
