SERVICE / ENGAGEMENT
Sales process, CRM and training
Stages, qualification criteria, follow-up routines and a practical team playbook.
Request a diagnostic conversationWHAT WE DELIVER
Concrete deliverables for the team to use.
- Documented business process
- Sales funnel with stages and qualification criteria
- CRM configured or reorganized
- Structured business data migration
- Commercial playbook
- Meeting, proposal and follow-up templates
- Pipeline, conversion and sales forecast dashboards
- Practical training for commercial teams and managers
HOW THE PROCESS WORKS
- 01
We map the current process and monitor the way the team works.
- 02
We outline the steps, criteria, responsibilities and mandatory information.
- 03
We configure or adapt the CRM and test the process with real users.
- 04
We form the team and monitor adoption after it goes into operation.
HOW THE WORK CONNECTSLID / 03
Sales process, CRM and training
- 01We map the current process and monitor the way the team works.
- 02We outline the steps, criteria, responsibilities and mandatory information.
- 03We configure or adapt the CRM and test the process with real users.
Frequently asked question
Does the implementation of a CRM solve commercial problems on its own?
No. CRM must reflect a clear process, with criteria, responsibilities and usage routines. Without this work, it becomes just another tool with incomplete information.