CRM Setup and Funnel Automation
Overview
Growth needs structure. CRMs provide it.
We set up CRM systems that organise leads, track conversations, and automate sales processes.
What we do
We design CRM workflows tailored to your business model and sales process.
Deliverables
CRM Selection and Setup
CRM platform selection and setup aligned with your business model and sales process.
Lead Tagging and Segmentation
Lead tagging and segmentation for better targeting, follow-ups, and sales efficiency.
Pipeline and Stage Configuration
Pipeline configuration reflecting real sales workflows and deal progression stages.
Automated Follow-Ups and Notifications
Automation of follow-ups, reminders, and notifications for faster sales responses.
Sales Visibility and Reporting
Dashboards and reports providing visibility into pipeline health and sales performance.
CRM Adoption Guidelines
Usage guidelines ensuring consistent CRM adoption, data hygiene, and long-term effectiveness.
Outcome
Organised pipelines, faster sales cycles, and better follow-through.
Contact us at the Consulting WP office nearest to you or submit a business inquiry online.
Consulting theme is an invaluable partner. Our teams have collaborated to support the growing field of practitioners using collective impact.
