CRM Implementation
A single record of every customer, enquiry and deal, set up around your sales process rather than a vendor's default pipeline.
- Pipeline and stage design mapped to how your team actually sells
- Migration and de-duplication of existing customer records
- Email, calendar and enquiry-form integration
- Reporting for owners: pipeline value, conversion, ageing
- Role-based access so staff see only what they should
- Team training and written handover documentation
- Deliverables
- To confirm before publication
- Timeline
- To confirm before publication
- Support
- To confirm before publication
- Price
- To confirm before publication