How CRM works and how it helps your business.

Having CRM processes is a must-be part of any growing company. In this article, you will get an overview of the CRM and Sales process formation in the company. Setting up CRM is mainly about the processes behind the tool, rather than the IT system in front of the Sales process.

You have to work with a complex set of processes and statistical categories that closely impact each-other.

These processes related to let’s say the main properties covers:

  • Contacts
  • Companies
  • Leads
  • Opportunities
  • Deals

and further documentary related processes:

  • Contracts
  • Orders
  • Invoices
  • Collections

and further communication-related processes:

  • Communication Plan
  • E-mail Leatherheads
  • E-mail Templates
  • Call scripts

and further organizational related processes:

  • HR & Recruitment – Ticketing
  • IT – Ticketing
  • Finance – Ticketing

When all process chain settings behind the tool work properly, then you will pro-actively work with your contacts, meanwhile tuning routine operations to daily sales of your services. CRM gives you the power of plan, execute and monitor your daily sales activity, deals with relation to other departments (projects) and measures the performance.


 What we do.

Based on the Product Catalog we will research the worldwide market and develop the business opportunity study. Based on this study we will select an optimal CRM solution to implement, build all processes for small company business development and train you how to use this tool for proactive sales. We will generate for you the initial list of opportunity contacts and help you to build your communication plan to start and operate your daily sales.


 How long it takes.

Initial 38h will be used for services scope and quality analysis. Based on this analysis will be used 90h for market research and business opportunity study. This study will be used for the building of the sales process that will consume 50 working hours. Further activity in work effort of 65h will be used for the selection, installation, and configuration of a cloud CRM solution. The next 63h will be used for a run of the daily operations of this CRM and explain to you and your staff how to handle the sales process. The rest 38 hours will be used for adjustments of the tool and support your sales activity.


 Payment Milestones

  • M1 – Sales Opportunity Study Ready
  • M2 – Sales Plan Development Ready
  • M3 – CRM implemented and Configured
  • M4 – Sales Process Running