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BY STAKEHOLDER / Sales and e-commerce

More clarity to sell. Less energy chasing information.

Your team needs to know what to offer, whom to answer and the next step. Connect digital channels, catalogs and CRM to continue opportunities and reduce sales friction.

An entrepreneur and colleague reviewing a laptop at a homewares store counter.
AI-created illustrative scenes. They do not depict real Escadio clients or team members.
  • Sales and e-commerce
  • Businesses preparing their next stage
  • Sales and operations teams

WHAT NEEDS TO WORK IN DAILY OPERATIONS

The challenge shows up every day. The project starts there.

Before choosing tools, understand what needs organizing. These points guide discovery and delivery criteria for this need.

01

Accessible commercial information

Organize catalogs, availability and applicable negotiation terms. Define how sellers access information and which decisions require internal approval.

02

Opportunities with owners and next steps

Structure stages, activities and qualification criteria in CRM. Establish routines for open proposals and unanswered contacts rather than individual tracking methods.

03

Digital channels supporting the team

Define where buyers can progress independently and where assisted selling is needed. Align the journey to avoid conflict between stores, WhatsApp and salespeople.

04

Decisions stuck between teams and systems

When each team maintains a different version of information, work depends on checks and informal agreements. Define data sources and ownership for every stage.

PRIORITIES CONNECTED TO THE ECOSYSTEM

A shared foundation. Deliverables for your situation.

Connect business priorities to commerce, management, data and automation. The project defines what to implement first, how each deliverable will be validated and what your team needs to own daily routines.

01 / ESCADIO

Accessible commercial information

Organize catalogs, availability and applicable negotiation terms. Define how sellers access information and which decisions require internal approval.

Explore this offering
02 / ESCADIO

Opportunities with owners and next steps

Structure stages, activities and qualification criteria in CRM. Establish routines for open proposals and unanswered contacts rather than individual tracking methods.

Explore this offering
03 / ESCADIO

Digital channels supporting the team

Define where buyers can progress independently and where assisted selling is needed. Align the journey to avoid conflict between stores, WhatsApp and salespeople.

Explore this offering
04 / ESCADIO

Management to support daily work

Define how records, ownership and procedures support the priorities above. We assess current systems and ERP or POS needs without imposing replacement before discovery.

Explore this offering
05 / ESCADIO

Data to monitor progress

Choose indicators linked to project goals and available sources. Agree concepts, refresh frequency and review routines so teams can monitor the delivery.

Explore this offering
06 / ESCADIO

Automation with purpose and limits

Assess repetitive tasks, approved content and opportunities for AI assistance. Each application needs authorized access, review criteria and human handoff for exceptions.

Explore this offering

INTEGRATION DEFINES HOW INFORMATION MOVES

Technology needs to connect to what your business already uses.

Bring your systems and workflows that depend on manual work. Existing connectors are a starting point; APIs, plans, data and limits need validation for your situation.

Explore available integrations

ESCADIO CONNECT

Management and records

  • Bling
  • Tiny ERP
  • Conta Azul

Payments

  • Mercado Pago
  • Pagar.me
  • Pix

Logistics

  • Correios WS
  • Melhor Envio
  • Frenet

Relationships and measurement

  • Whatsapp
  • Google Analytics 4
  • Chatwoot

Examples from the Escadio Go reference platform catalog, not guaranteed connections for every project. Activation and workflows depend on plans, providers and compatibility. Shopify, Shopify Plus and custom integrations are assessed separately.

SCOPE MATCHED TO YOUR BUSINESS STAGE

Start with the stage your business needs to own.

Operational profiles guide depth, priorities and ownership. These paths provide context for discussion; technical solutions are defined during discovery.

STRUCTURE

Build a usable foundation

For operations organizing initial channels, records and team routines before adding more tools.

Explore the initial profile

IMPROVE

Address current limits

For businesses already operating that need to prioritize experience, management or connections while keeping the business running.

Explore the growth profile

CONNECT

Address complexity

For operations with multiple systems, departments and providers requiring architecture, acceptance criteria and planned continuity.

Explore the enterprise profile

HOW WE LEAD THE PROJECT

From an identified problem to routines your team can own.

  1. 01

    Discovery with context

    We map systems, people, data and operational capacity. Your team helps identify the bottleneck and define the priority goal.

  2. 02

    Design and scope

    We define deliverables, dependencies, ownership and acceptance criteria. Integrations and third-party services have explicit conditions.

  3. 03

    Implementation and validation

    We configure or develop agreed scope and test workflows with owners. Planned exceptions are included in validation.

  4. 04

    Guidance and continuity

    We prepare team handover and document agreed points. Support and improvement follow contracted terms.

FAQ

Questions before taking the next step.

Does the digital store replace the sales team?

That is not a project requirement. The channel can support browsing and orders while teams focus on negotiation, accounts and exceptions; roles are defined during discovery.

Do I need to replace my existing systems?

We first assess fit, data, APIs and limitations. A connection may be sufficient; migration or replacement enters the design only when justified and agreed.

How do you define the first stage?

We start with the priorities above and your business discovery. Technical dependencies, team capacity and acceptance criteria guide a feasible scope.

Does the project include daily business operations?

Delivery prepares workflows and guides teams within scope. Commercial routines, content updates and operations remain with your business unless specific services are contracted.

How will we assess whether delivery meets the goal?

We define validation scenarios and indicators possible with existing data. Commercial results also depend on offers, demand and execution; we do not promise percentages without evidence.

ESCADIO TECH / Sales and e-commerce

Your context defines the project. Let us understand the next stage.

Tell us which challenges appear in your routines and how your team works today. The conversation starts with the problem, to define what to organize, connect or improve.

Talk to a specialist
  • 01Accessible commercial information
  • 02Opportunities with owners and next steps
  • 03Digital channels supporting the team