Agree the sales process
Map how an enquiry becomes an opportunity and how it moves to a decision. Give each stage an entry condition, an owner and the information required to move forward.
GROWING SALES TEAMS / PROJECT SCENARIO
A sales pipeline the whole team can use
A CRM should make the next action obvious. When records are duplicated, stages mean different things and follow-ups live in personal notes, adding another dashboard rarely solves the problem.
POSSIBLE PROJECT SCOPE
A possible engagement, not a completed client project.
A growing team is managing enquiries across spreadsheets, inboxes and a partly used CRM. People cannot reliably tell who owns an account, what was promised or when the next conversation should happen. The priority is to repair the process and the records together.
A PRACTICAL APPROACH
How we would
tackle it.
The final scope depends on your business, existing systems and the decisions the work needs to support.
Clean and organize the records
Review duplicates, missing fields and inconsistent ownership. Test the mapping on a sample before any import, and retain a backup and a record of changes.
Make follow-up part of the workflow
Configure reminders, handover tasks and useful views. Test permissions and automation with the people using them, then document how exceptions are handled.
- Pipeline definitions
Agreed stages, qualification rules, ownership and required fields.
- Data cleanup record
Import mapping, duplicate decisions and unresolved records for review.
- Working CRM configuration
Team views, permissions, approved reminders and handover workflows.
- Reporting and handover
Reports for ageing opportunities and missing next steps, plus a practical user guide.
ASSESSING PROGRESS
What would
count as progress?
Track records without an owner, overdue follow-ups, duplicate records and opportunities missing a next action. Better data can support sales decisions, but it should not be presented as proof of increased sales without evidence.
What we would need from you
CRM access, an agreed record owner, a sample of current data and salespeople who can validate the process. Destructive changes and bulk updates require review before execution.
Keeping responsibilities clear
This is about managing the sales process and its data. Finding new prospects belongs to business development; broader system integrations can be scoped separately.
YOUR BUSINESS, YOUR REQUIREMENTS
Facing a similar
challenge?
Tell us what happens today and where you want to get to. We’ll help define a suitable first piece of work.
Discuss your requirements