CRM Rollout
B2B services · Business SystemsThe brief
A B2B services firm tracked enquiries and deals across WhatsApp, email, and personal spreadsheets. Follow-ups depended on individual memory, and management couldn’t see the pipeline without asking each salesperson. The goal was one shared record of every lead and deal.
How we approached it
1
Map how deals move
We mapped how an enquiry becomes a client today, including where leads arrive and where they stall.
2
Configure the pipeline
We set up lead capture and pipeline stages to match how the team already sells, instead of a generic template.
3
Automate the follow-up
We added reminders and next-step prompts, so follow-ups no longer depended on anyone’s memory.
4
Train and support
We trained the sales team on their own accounts, and stayed available after launch.
What we delivered
Lead capture
Enquiries from every channel in one place.
What is this? →
Pipeline stages
Stages that mirror how the team sells.
What is this? →
Owner view
Every open deal, its owner, and its next step at a glance.
What is this? →
Team training
Sessions run on the team’s own accounts.
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What changed
We share the measured results for this project, including before-and-after figures, on request.