Start with the records your team already uses. List where customer details, quotations, orders and invoices live. Identify who creates each record and who needs it next. You do not need to redesign every process at once; start with one frequent customer journey.
Next, follow a real example without copying personal customer data into your planning document. Note the details repeated between steps: company name, item description, quantities, prices and references. Repeated entry is a useful place to investigate, but it does not automatically mean every field should synchronize in both directions.
Define responsibility for each handover. Who checks a quotation before it is sent? Who confirms that an order is ready for the next operational step? Who reviews invoice details? A connected system is useful when the people using it understand these responsibilities.
Then choose a small test. Use sample records to walk through the supported process and check whether the related information remains clear. Record exceptions such as a changed quantity or an order that cannot proceed. These cases often reveal more than a perfect demonstration.
Finally, compare the workflow with the product you are considering. Confirm the actual modules, plan limits, permissions and import options. Atlas demos can help you review fit, but the implemented product and your agreed plan determine what is available.