Sales process
Stages, activities, quoting and approval flows shaped around how your team sells.
CRM
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// Functional Applications
Pipeline, service and customer data that stays current.
CRM projects fail when the system asks more from users than it returns. We keep data entry minimal and make the value obvious in the first week of use.
We deliver on Dynamics 365 and Oracle CX, and we integrate the CRM with ERP so customer, price and order data stop diverging.
The platform decision usually follows the ERP already in place, because most of the value comes from customer, price and order data staying identical on both sides rather than from any one feature list.
Adoption is the real risk. A CRM dies when the sales team is asked for twenty fields and gets nothing back, so we build the manager's dashboard and the rep's mobile view in the first phase instead of the last.
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// Solution
What We Put In Place
Sales and service processes mapped to how your team already works and then simplified — not the vendor demo process imposed on them in week one.
One customer master shared with the ERP, with de-duplication and hierarchy rules that still hold when the data doubles.
Dashboards managers run their weekly meeting from, which is the fastest way to make everyone else keep the data current.
// Modules
Everything The Solution Covers
Lead Management
Opportunity Management
Contact Management
Sales Pipeline Management
Marketing Campaign Management
Customer Service Management
Quote & Order Management
Customer Interaction History
Sales Forecasting
CRM Analytics & Dashboards
// What We Deliver
CRM Capabilities
Service process
Case handling, SLAs and knowledge, with the customer's order history in view.
Customer data
De-duplication, hierarchy management and a shared master with the ERP.
Adoption
Role-based views, mobile access and dashboards managers run their meetings from.
// Outcomes
What Good Looks Like
We scope engagements against measurable results. These are the changes clients see once CRM is running the way it should.
Request a Consultation- Sales data current because keeping it current is easy
- Customer history in one place across sales and service
- Orders created from won deals without rekeying
- Management reporting from the system of record
// Related