About this service
We create solutions for organizing contacts, opportunities and sales activities in a shared space. We define the information the team needs, follow-up stages and responsibilities so that each interaction is connected to a customer and can be reviewed when providing service.
What it can include
- Customer and contact records with relevant fields.
- Opportunity stages and follow-up ownership.
- Activity, note and commercial history recording.
- Searches and filters for prioritizing pending work.
Who it is for
- Sales teams needing to organize opportunities.
- Companies keeping customer information in separate files.
Deliverables we can agree on
- CRM containing the agreed records and workflow stages.
- Guide to the commercial process and record administration.
How we work
- We review your situation and the available information.
- We agree on activities, deliverables and responsibilities.
- We carry out the work and review the results with you.
Scope and deliverables are defined after reviewing your needs. This description provides a basis for agreeing on the work.