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Customer stories

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No published case studies yet

We're preparing our first published customer stories. Case studies are published only with customer authorization and verified results.

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What Field-to-Cash looks like in practice

Illustrative example — not real customer results

Until our first authorized case studies are published, here is the same journey every Lavisho TT workspace follows, using example data. Names, values and timings are made up to show the pattern — they are not measurements from any customer.

Field-to-cash
  1. 1Field Visit
  2. 2Customer
  3. 3Lead
  4. 4Opportunity
  5. 5Quote
  6. 6Negotiation
  7. 7Won Deal
  8. 8Revenue
  9. 9Renewal
Example: one account, visit to renewal
StageWhat happensExample data
VisitRep checks in at Customer A with GPS verificationCheck-in 10:14 · 38 min on site · voice note captured
LeadVisit report converts to a lead on the same customer recordLead: 3 × diesel generators · source: visit
PipelineDeal moves to Pricing with an expected value and close dateStage: Pricing · value $42,000 · probability 40%
PricingCompetitor quote uploaded; AI suggests position from historySuggested band: −4% to +2% vs your median for this spec
QuotationQuote generated, discount over threshold routed for approvalApproval: Sales Director · approved in 3h 20m
WonDeal closed; renewal date and follow-up tasks createdWon at $40,500 · renewal in 12 months
Command CenterRevenue, visits and conversion update for the manager in real timeVisit-to-deal conversion this month: 18%
AI Sales Planner — sample week
Illustrative
Monday
Customer AHigh-value opportunity
Customer BRenewal risk
Tuesday
Customer CHigh probability deal
Customer DStalled opportunity
Wednesday
Customer ERelationship weakening