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Concept demo · Example data

JELMARA Sales

Salesreimagined.

Sales software that does not just collect information, but turns it into a clear workflow.

Explore

Interactive product visualization. Companies, figures and states are fictional example data.

JELMARA

Sales

MK

Morning Launch

Southern Region

Good morning, Jan.

Today can become a strong run.

Run 01 · Today

4

Customers in focus

3 route signals in the territory

#3

Teamranking

22 XP to #2

0

XP today

built through actions

Momentum

Your daily pulse

STILL OPEN
Momentum

Team Race

#3currently

22 XP to #2

Daily Mission

Prepare a strong run.

+50 XP

Build a route that combines visit urgency, potential and travel time intelligently.

0 / 1

The quality of the outcome is rewarded – not the click.

Daily preview · Run starts in section 01
STARTDECIDEPLAN
JELMARA SalesConcept visualization · Example data

01 · Morning Launch

The day starts with a goal.

No dashboard to work through. JELMARA condenses customers, opportunities, team position and the daily mission into a clear start – and you decide when the run begins.

JELMARA

Sales

MK

Morning Launch

Southern Region

Good morning, Jan.

Today can become a strong run.

Run 01 · Today

4

Customers in focus

3 route signals in the territory

#3

Teamranking

22 XP to #2

0

XP today

built through actions

Momentum

Your daily pulse

READY
Momentum

Team Race

#3currently

22 XP to #2

Daily Mission

Prepare a strong run.

+50 XP

Build a route that combines visit urgency, potential and travel time intelligently.

0 / 1

The quality of the outcome is rewarded – not the click.

STARTDECIDEPLAN
JELMARA SalesConcept visualization · Example data

02 · Customer Deck

Four customers.Your decision.

Every card represents a real sales decision. Today, later or with priority – JELMARA does not evaluate the click, but what your choice means for the day's plan.

JELMARA

Sales

MK

Customer Deck

Who belongs on your route today?

0 of 4 customers decided

Run Progress

Momentum 0 / 100

1

Your decision

Swipe or use the arrows. Then choose Today, Later or Priority.

Existing customer+20 MomentumHigh potential

Musterwerk Nord

Ulm · Existing customer

92Fit

Last contact

68 days

Potential

24.600 €

Signal

Visit makes sense

JELMARA Signal

68 days without contact

Decide now
← SwipeNo points for clicking · impact mattersSwipe →
JELMARA SalesConcept visualization · Example data

03 · Route Strategy

Your territory becomes strategy.

JELMARA does more than show the way. Travel time, visit urgency, potential and priority become a visible decision: how well are you using today's run?

JELMARA

Sales

MK

Route Strategy

How well does your run use the day?

Four decisions become a strategic route.

Route Score

74/100

0

Stops

82 km

Fahrstrecke

5:40 h

Tagesroute

31.400 €

Potential

Sales territory

Southern Region

Route active
Cartographic concept view

Territory Insight

3 route signals in the territory

3

JELMARA distinguishes between recommendations, risks and flexible options.

Recommended

Metallbau Kramer

Laupheim

+7 Min.High potential

Almost on your route and a meaningful addition to the run.

Risk

Alpha Industries

Bad Waldsee

+31 Min.Low potential

The visit is currently poorly prepared and creates additional travel.

Flexibel

Musterwerk Ost

Ochsenhausen

+12 Min.Medium potential

Fits the day's corridor but has no urgent need for action.

JELMARA principle

More stops do not make your run better – better decisions do.

4 Customers deferred in the Customer Deck remain visible in the territory for later.

Your daily plan

0 Stops · 82 km · 5:40 h · Route Score 74

PLAN → DRIVE
JELMARA SalesConcept visualization · Example data

04 · Live Run

The plan starts moving.

Your route is set. JELMARA brings the next stop, relevant customer context and your run progress into one live view.

JELMARA

Sales

MK

Live Run

Your run is ready.

Start navigation when you are ready to leave.

Route open
Daily route · Route open

0

Momentum

0 / 0

Stop

0

Route Score

0

XP today

Next stop

No stop yet

Part of your confirmed route

Stop 1

Live Strecke

Ready to start

Travel time from current location

StartNo stop yet

Run Verlauf

Your route is now a sequence.

0 Stops
Run Reward0 XP

Qualified action follows in the customer visit.

PLAN · Confirm route first

JELMARA SalesConcept visualization · Example data

05 · Visit & Follow-up

A good visit does not end at the door.

Visit, conversation, follow-up and opportunity become one connected flow. Only value-creating sales work earns XP, combo and Perfect Visit.

JELMARA

Sales

MK

Visit & Follow-up

The customer visit begins.

Nächster sinnvoller Schritt: customer visit.

Waiting for arrival

+0

Visit XP

Combo

0/4

Visit Flow

0

Momentum

Current customer

No customer yet

Confirm arrival first

Stop 1

Visit Flow

4 Schritte bis Perfect Visit

0 %

VISIT READY

How did the meeting go?

Choose the outcome. The appropriate workspace will open next.

Visit Sequence

Good work builds on itself.

0/4
1

customer visit

+15 Basis-XP

2

Document conversation

COMBO x2 · +8 XP

3

Follow-up setzen

COMBO x3 · +12 XP

4

Opportunity aktualisieren

PERFECT VISIT · +45 XP

Visit Reward+0 XP

Base 0 · Bonus 0

Team focus

Documentation quality×1.5

ACT · Complete the substantive work first

JELMARA SalesConcept visualization · Example data

06 · Progress

The run gets stronger.

Every meaningful action changes the day. XP, momentum, team position and route respond to what actually emerged from the customer visit.

JELMARA

Sales

MK

Progress

Progress is waiting for your visit.

Complete a customer visit first.

Waiting for visit

Run Progress

Your day responds to real work.

0 %

Team Race

#3currently

Noch 22 XP to the next rank.

XP today

Run account

0

Each completed visit is added to the run only once.

Team focus

Documentation quality×1.5

+0 Quality XP from the last visit.

Next stop

No visit outcome yet

05 · Complete the customer visit first.

PROGRESS · Visit impact becomes visible after a complete visit.

JELMARA SalesConcept visualization · Example data

07 · Run Complete

The day becomes visible.

At the end, individual visits become a clear picture of the day. Results, momentum, team position and next opportunities show what the run actually moved forward.

JELMARA

Sales

MK

Run Complete

This is what today produced.

Your run has been evaluated. One final step closes the sales day.

07 · Tagesbilanz

RUN PERFORMANCE

0 % of the daily route completed.

Hover or tap customers · open daily outcome

0/

RUN IMPACT

Daily performance in progress.

Performance, quality and motivation in one daily view.

0 XP

earned today

SALES WORK

Visit open

No visit impact yet

DOCUMENTATION QUALITY

+0 XP

Team focus ×1.5

MOMENTUM

0 · Aufbau

0 → 0 · +0

TEAM RACE

#3

22 XP to the next rank

ACHIEVED TODAY

real sales performance
·

Perfect Visit

No complete visit yet

·

Quality Focus

+0 Quality XP · Team focus ×1.5

·

Route Complete

0/– Customers · 0 %

·

Rank Up

Team rank #3 maintained

NEXT TARGET

#2 in Team Race

22 XP
0 XP22 XP

22 XP to the next rank. Another well-executed visit can significantly close the gap.

JELMARA LEARNED

The day creates the next better run.

JELMARA connects signals from visits, documentation and opportunities and turns them into concrete guidance for the next sales day.

Hover or tap →

COMPLETE · Save daily outcome and end run

JELMARA SalesConcept visualization · Example data

JELMARA Sales

That was only the beginning.

Prioritization, route, customer visit and progress now form one connected Sales Run. Next, territory development and Run Complete become visible.

08 · Systemlogik

One workday.
One system.

Sales does not work as a collection of isolated features.

Decisions are made before the visit. Knowledge is created in the meeting. Impact follows. And at the end of the day, the system should learn from it.

Customer signal → Decision → Visit → Outcome → Learning

Select a phase to open the connected system context.

09 · Perspectives

One sales organization.
Three perspectives.

Same system. Different perspective.

JELMARA shows each role exactly what matters to them, based on the same sales day.

Select a perspective to open that role's view of JELMARA Sales.

10 · Gamification

Motivation that
Work improved.

Good sales work becomes visible.

JELMARA connects sales impact with immediate progress. XP, momentum and personal development emerge where customer work creates quality, advances opportunities and secures next steps.

XP for sales impact.

Leadership

Leadership sets the focus.

Team focus

Choose an example team focus. The evaluation on the right shows how the same sales logic can respond to it.

Desired behavior

Example

Visit outcome, conversation, specifics and next step are fully documented.

Leadership effect

Team leadership deliberately reinforces the quality of information that remains in the system after a visit.

Visit Impact

Quality becomes visible.

Example score

The same completed visit. The active team focus shows which quality impact matters most.

Visit complete

Perfect Visit · 4/4

+80

Documentation quality

12 Quality XP × 1.5

+18

Visit Impact

Sales work + quality

+98 XP

Momentum

+25

Quality impact

Team Race

#3 → #2

Progress visible

Next target

#1 in Team Race

82 XP
98 XP180 XP

Why the bonus is earned

Clean customer context instead of a simple activity log.

Concept simulation · the selection illustrates how JELMARA could evaluate quality impact. The Experience Run remains unchanged.

The motivation loop

Performance creates the next incentive.

01

Set focus

Leadership defines which quality behavior matters most right now.

02

Arbeit leisten

The employee develops a real customer relationship further.

03

See impact

XP, momentum and progress respond directly to usable work.

04

Next target

The next achievable step remains visible and motivating.

XP for impact.

Valuable sales work contributes directly to personal progress.

Quality carries weight.

Well-developed customer contacts create especially strong impact.

Leadership sets the focus.

Team goals reinforce exactly the behavior that matters most right now.

Progress keeps motivation moving.

XP, momentum and next targets make development immediately tangible.

JELMARA Gamification

Make sales impact visible. Reinforce behavior that moves customers and the company forward.

Different challenges, team goals and game modes build directly on real sales work using this logic.

11 · Game Modes

7 game modes.
A real sales day.

Progress can feel different.

Sometimes the better route matters. Sometimes the perfect customer visit. Sometimes a personal record or the shared team goal. The foundation remains real sales work.

Work → Progress → Motivation

Select a game mode to open its motivation logic.

Three motivation axes

Personal. Competitive. Together.

My progress

Personal bests, skills and the personal run show individual development.

Our competition

Team Race creates friendly tension and a concrete next target.

Our mission

Shared goals connect individual contributions to visible team success.

12 · JELMARA Intelligence

From work
becomes an advantage.

Your sales operation learns with every run.

Customer contacts, follow-ups, opportunities and territory movement create valuable context together. JELMARA can use it to prepare the next useful sales impulse.

RUN → SIGNAL → CONTEXT → IMPULSE → NEXT RUN

01 · Signal

Concept example

Musterwerk Nord

Need confirmed.

  • Last visit: today
  • Follow-up: in 14 Tagen
  • Opportunity: Qualified · 55 %

02 · JELMARA verbindet

Individual pieces of information become context.

JELMARA can connect visit outcome, follow-up and opportunity development. This makes it visible that the customer is entering a new phase of development.

Opportunity

55 %

Follow-up

14 days

Signal

Relevant

03 · Next impulse

Start the next contact prepared.

Need focus, opportunity status and the agreed next step can flow directly into preparation for the next conversation.

Impact

The next visit starts with the knowledge from the last one.

RUN
SIGNAL
KONTEXT
IMPULS
NEXT RUN

Bring knowledge back into the work

Every run can make the next one better.

Besser vorbereiten

Relevant context is ready where the next customer contact begins.

Klarer priorisieren

Signals from customers, opportunities and territories can be viewed together.

Develop more deliberately

Past work creates concrete next sales impulses.

JELMARA Intelligence

Knowledge stays in motion. From customer contact to the next useful sales impulse.

13 · Customization

Your sales operation.
Your system.

JELMARA evolves with the way you work.

A shared core connects the sales day. Processes, roles, management logic and extensions can then be tailored to your company.

Core → Customization → Extension

Example configuration

Choose what your sales operation needs.

Interactive

Activate example extensions and see how the visible JELMARA configuration changes.

Your configuration

JELMARA Sales

Core + 2 Extensions

JELMARA Sales Core

The shared work core.

Tagesplanung & Priorisierung
Customer Context & Visit Flow
Gamification & team focus
JELMARA Intelligence

Selected extensions

2 active

Proposal & Calculation

Customer needs, line items, calculations and proposal status become part of the same work context.

Service & Reklamation

Dokumente & Freigaben

The workflow extends from customer contact to the internal decisions that are needed.

ERP / CRM Connect

Systemprinzip

The core remains familiar. The system evolves with your company's requirements.

Three layers of customization

Software follows your organization.

01

Arbeitsweise

Processes, visit logic and next steps are aligned with real sales work.

02

Steuerung

Roles, quality focus, objectives and leadership signals can be adapted to the company.

03

Extensions

Additional capabilities extend the system exactly where new value is created.

JELMARA Development Team

The system can keep evolving.

When a new need emerges in your company, the Development Team can assess how it can become a suitable JELMARA building block. This allows the software to evolve together with your organization.

Identify needDevelop solutionBaustein integrierenEvolve system

JELMARA principle

A strong core. Evolved specifically for your company.

14 · JELMARA Sales

Sales can
feel better.

And work better at the same time.

JELMARA Sales connects your employees' workday with leadership, motivation, customer knowledge and continuous development – in a system that can grow with your company.

Workday
Leadership
Motivation
Knowledge
Weiterentwicklung
01

For Field Sales

Clarity that motivates.

Priorities, customer context, progress and next steps combine into a workday that feels clear and motivating.

02

For leadership

Impact that becomes manageable.

Quality, development and sales movement become visible. Leadership can set focus and deliberately reinforce valuable behavior.

03

For the company

Knowledge that keeps growing.

Customer work creates context. Context creates better decisions. And the software evolves together with the organization.

The next step

Let's rethink your sales operation.

Your processes. Your team. Your goals. From that, your JELMARA Sales system can emerge.

Together, we look at how you work, your sales goals and development potential, and shape them into a system that fits your company.

JELMARA Technologies

Software that works with companies, learns and keeps evolving.