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# How to Structure Sales Processes With BPM and CRM Integrated
- URL: https://blog.jestor.com/structure-sales-processes-bpm-crm/
- Published: 2026-09-15T20:23:09.000Z
- Updated: 2026-09-15T20:23:09.000Z
- Author: Bruno Bannach

Structuring sales with BPM and CRM integrated means the pipeline, the approval logic for discounts or terms, and the resulting ERP entry all live in one connected structure — instead of a CRM that stops at "won" and hands off to a disconnected finance process. In **Jestor**, **CRM** and **BPMS** share the same underlying platform.

Sales processes often break down exactly at the handoff to finance — a won deal that needs manual re-entry to become a receivable, with approval for any exceptions happening informally along the way.

## What breaks at the sales-to-finance handoff

- Discounts or non-standard terms approved informally, outside any structured process
- A won deal requiring manual re-entry to become a receivable in the ERP
- No visibility for finance into deals still in negotiation
- Sales and finance working from two disconnected views of the same pipeline

## How integrated BPM and CRM work

- The sales pipeline runs as a **Kanban** process, the same structure used elsewhere
- Discounts or exceptions beyond standard terms trigger automatic **alçada**\-based approval
- A deal moving to "won" can automatically generate the corresponding entry in **Omie**
- Finance gets visibility into the pipeline without needing separate reporting

## Why Jestor fits this use case

- CRM and approval logic share the same connected structure, not separate tools
- Native Omie integration closes the loop between a won deal and its ERP entry
- Discount and term exceptions are enforced consistently, not just for disciplined reps
- Finance and sales work from the same live data, not reconciled reports

| Sales-to-finance step | How integration helps         |
| --------------------- | ----------------------------- |
| Discount approval     | Automatic, alçada-routed      |
| Won deal to ERP entry | Automatic, no manual re-entry |

## Video Tutorial: See It in Action

🎥 **Video Tutorial:** [CRM e Gestão de Vendas com o Omie e Jestor](https://www.youtube.com/watch?v=NuI4lBEmSa8&ref=blog.jestor.com)

See how the sales pipeline connects directly to Omie.

## Frequently Asked Questions

**Does a won deal automatically create an ERP entry?** Yes, when configured to trigger on that stage change. More at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

**Can discount approval rules vary by deal size?** Yes, alçadas can be based on discount size or overall deal value.

**Does finance need separate reporting to see the pipeline?** No, they can view the same live pipeline data directly.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.