Louma for B2B Services
Prospect, quote, follow up and reorder — from one pipeline
B2B sales lives on outbound activity and quote follow-up. Louma runs the prospecting sequences, tracks every quote through to order, reminds the team when accounts are due to reorder, and shows management which reps and sectors are producing.
Sales team · this month
Leads assigned by round-robin| Salesperson | Leads | Contacted | Avg. response | Appts | Won | Revenue |
|---|---|---|---|---|---|---|
| SMSarah M. | 64 | 62 | 6 min | 21 | 9 | $58,400 |
| JKJames K. | 61 | 54 | 18 min | 15 | 6 | $41,900 |
| PNPriya N. | 59 | 42 | 2h 10m | 9 | 4 | $22,100 |
| TOTom O. | 58 | 54 | 11 min | 17 | 7 | $47,300 |
17 leads not contacted within 1 hour → manager alert sent · 3 overdue follow-ups reassigned
The reality in B2B
B2B sales teams have activity data everywhere except in one place
Calls in phones, quotes in email, accounts in the ERP, prospects in a spreadsheet. The Monday meeting is where everyone finds out what happened.
Outbound without a system
Prospecting happens in bursts; follow-up depends on the rep; nobody knows how many touches a prospect got.
Quotes that go quiet
Quotes are sent by email and forgotten. Win rates are unknown because lost quotes are never recorded.
Reorders left to the customer
Consumables and contract renewals wait for the customer to remember, not the supplier to prompt.
How B2B businesses run on Louma
An account-based sales system
Outbound prospecting sequences
Email and call-task sequences per segment, with reply detection and per-rep activity tracking.
EmailQuote-to-order pipeline
Prospect → discovery → quote → negotiation → order, with quote values, follow-up automation and win/loss reasons.
Pipeline managementAccount management and reorders
Company records with contacts, order history fields and reorder-interval reminders that create tasks and send prompts.
Sales CRMManagement visibility
Activity, quotes, conversion and revenue by rep, sector and source — including outbound versus inbound.
Sales team managementA typical setup
What a B2B implementation looks like
During implementation we configure Louma around how B2B businesses actually generate, work and close opportunities. A typical configuration includes:
- Company and contact records with sector, size and account owner
- New-business pipeline (quote stages) and account-expansion pipeline
- Outbound sequences per target segment with call tasks
- Inbound enquiry capture with source attribution
- Quote follow-up sequences and stale-quote alerts
- Reorder and renewal reminder workflows
- Business calling with recording where permitted
- Rep dashboards: activity, quotes, win rate, revenue
Need more opportunities?
Need more qualified B2B opportunities?
This is where Louma's qualified lead generation fits most naturally: we build a targeted account list for your sector, run outreach, and deliver only those who've requested pricing, a quote or a meeting — into your pipeline, assigned to a rep.
Get Qualified LeadsCommon questions from B2B teams
Does Louma integrate with our ERP or accounting system?
Louma handles prospecting, quoting conversations and pipeline. Orders and invoicing stay in your ERP; we connect via integration or webhook where available and confirm during scoping.
Can we run outbound sequences from Louma?
Yes. Email sequences with call tasks, reply detection and stop rules are core to B2B setups, with activity tracked per rep.
Can we track quotes we lose, not just wins?
Yes. Lost reasons are recorded on the opportunity and reported, so win rate and objections are visible by rep and sector.
Related
See how Louma would work for your B2B business
Book a 30-minute demo. We'll walk through your lead sources, your sales process and exactly what Louma would automate for you.