Sales system and CRM
The agreement stays with the customer. The next action has an owner.
Contact, agreements, the quote and delivery stay with one customer. The team sees the history and next action without searching email and notes.
Before the change
There is no single place that shows the whole case.
- History is scattered
- Customer agreements remain in email, notes and the memory of individual people.
- The quote and delivery are separate
- After approval, details have to be handed over again to a project, booking, job or order.
- The current result is assembled manually
- Sales and delivery status is built from data collected from several people and tools.
Before → after
From team memory to one customer history.
Agreements in email
History attached to the customer
A quote with no continuation
Approval starts delivery
A report after a meeting
Status available immediately
Case flow
The agreement is stored with the customer, and approval starts delivery.
The sales rep stores the contact and quote in one case. After the decision, the system creates the next stage, assigns an owner and shows the status.
Contact
Opportunity
Quote
Approval
Delivery
Example record
Customer and case
- Owner
- Assigned
- Next step
- Project kick-off
- Due date
- Visible
ACTIVITY AND CONTEXT
delivery activeQuote accepted
recorded in history
Delivery date added
visible to the team
Task handed to delivery
owner assigned
STATUS
The case stage is visible
NEXT STEP
Assigned to delivery
Illustration of an example process
Outcome
Agreements do not disappear after a meeting, and the next action has an owner.
- History stays with the customer
- Company data, people, agreements, activity and documents are available in one case.
- Approval starts the next action
- The scope, options, prices and decision create a task for the assigned person.
- Delivery uses the agreements
- A project, booking, job or order is created from the accepted scope.
- The owner and blocker are visible
- The team checks sales and delivery status without reconstructing it from conversations.
Let’s start with one customer journey.
A short description of where agreements disappear or the next action depends on memory is enough.