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CRMBusiness servicesSample project
B2B services company (demo)
Deployment of a customized Salesforce CRM: sales pipeline, automatic follow-ups and a sales dashboard.
The challenge
Leads were tracked in shared spreadsheets. Follow-ups were forgotten, customer history was scattered, and management had no visibility into the pipeline.
Our solution
Configured Salesforce around the team's real sales process: pipeline stages, automatic follow-ups, lead capture from the website, and a sales tracking dashboard.
What changed
- Centralized, shared sales pipeline
- Automated follow-ups on inactive opportunities
- Real-time visibility into sales activity