Illustrative example
A 20-person facility services companyA CRM the sales team actually keeps up to date
One pipeline shaped around how the company sells, with follow-ups that remind themselves and a weekly report nobody has to assemble.
Sales pipeline
New 2
Site visit 1
Quote sent 2
The situation
Each salesperson tracks deals in their own spreadsheet and inbox.
The owner collects numbers for the weekly meeting by asking everyone in turn. Follow-ups depend on memory, so quotes that got no reply quietly go cold. When someone is away, nobody else knows where their deals stand.
What we would build
- 01
A pipeline with stages that match how the company really sells: enquiry, site visit, quote, contract
- 02
Contacts and open deals migrated from the spreadsheets and cleaned of duplicates
- 03
Email and calendar connected, so correspondence and visits are logged on the deal without extra typing
- 04
Automatic follow-up tasks when a quote has had no reply, and when a contract is due for renewal
- 05
A weekly pipeline summary sent to the owner, built from the CRM, not from questions
What changes
- Everyone sees the same pipeline, and a deal can be picked up by a colleague
- Follow-ups appear as tasks instead of living in someone’s memory
- The weekly meeting is about decisions, because the numbers are already there
- New salespeople learn one way of working from the first day
Use cases in this example
No open quote left without a follow-up
The CRM reminds the owner, drafts the follow-up and shows which deals have gone quiet.
Open use case SalesCRM implementationBusiness automationA sales report nobody has to build
Pipeline, won and lost deals and activity, delivered on a schedule straight from the CRM.
Open use caseMore examples
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