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CRM

A sales process you can monitor.

Selling gets easier because leads and opportunities sit in one place. Prospects are not missed. As the company grows, monitoring sales is what keeps service quality steady.

Consult on your sales processEmail
A sales process you can monitor.

Today

  • –Prospects and follow-up are scattered across Excel and WhatsApp.
  • –Opportunities go untouched because nobody can see them.
  • –As the team grows, service quality slips because sales is not monitored.

After we install

  • ·Lead, opportunity, and account are monitored by the same sales team.
  • ·Follow-up is recorded, so prospects are not missed.
  • ·A daily dashboard, so service quality stays visible as the company grows.

What we usually install first

Sales Cloud

The pipeline and the follow-up. This is where the sales process is monitored, so opportunities are not missed.

Service Cloud

Customer tickets, to keep service quality. Added when customer service needs a queue.

Add-on on a live org

Already on Salesforce? Stages, sharing, and dashboards are tidied so the live process stays monitored.

This week's pipeline. Stage and deal value are visible, so opportunities are not missed.
This week's pipeline. Stage and deal value are visible, so opportunities are not missed.
Leads and activity sit on the record, so follow-up does not disappear into chat.
Leads and activity sit on the record, so follow-up does not disappear into chat.
The Service Console for customer tickets, so service quality stays monitored.
The Service Console for customer tickets, so service quality stays monitored.
Accounts and opportunities in one place, including as the company grows.
Accounts and opportunities in one place, including as the company grows.

Consult on your sales process.

Bring the process you use today. We look at which prospects and opportunities are not yet monitored.

Consult on your sales processEmail