CRM & sales management systems

Who is this system for?

Businesses receiving enquiries through several channels that need to assign them, track sales stages and understand wins and losses.

Modules & tasks

• Accounts, contacts and duplicate resolution
• Opportunities, sales stages, owners and next actions
• Proposal versions, discount limits and approval
• Activities, appointments, communication history and attachments
• Conversion, lead source and win and loss reporting

How does the workflow run?

1. Receive the enquiry, check its details and assign an owner.
2. Qualify the opportunity, document the need and prepare a relevant proposal.
3. Follow up on the decision, record the outcome and convert the agreement into an order or project.

Roles & permissions

• Sales representative
• Sales manager
• Customer service
• System administrator

Data & integrations

• Website forms, email and authorized communication channels
• Contracts, invoicing and project management

Deliverables & acceptance

• Sales stage definitions, qualification fields and assignment rules
• Contact, opportunity, proposal and follow-up reporting interfaces
• Tests for duplicates, ownership changes and stage transitions

Requirements for scoping

Customer data sources, communication permissions and retention are defined explicitly. External messaging and campaigns require authorized accounts and integrations and follow approved sending rules.

A system-specific acceptance example

Merge reviewed duplicate leads; retain activities and ownership without losing source or duplicating opportunities.

Implementation plan & cost

The discussion starts with users, workflows, data volume, integrations and the existing system. Priorities are agreed, followed by a written first-release scope, cost, schedule and acceptance criteria. Later phases can follow business needs.