CRM sales pipeline for aservices firm

01 /

The challenge

A sales team will not use a CRM that adds work without adding value — if it takes longer to update the CRM than to make the call, it gets abandoned. The system had to make follow-up automatic and the pipeline visible without a meeting.

02 /

What we did

1. 01

   Designed the pipeline around the stages the sales team actually works, not a generic sales funnel.

2. 02

   Built automatic follow-up reminders so a lead goes cold only if the salesperson chooses to let it.

3. 03

   Added a director view showing the pipeline by stage, value and age, so stalled deals are visible without asking.

4. 04

   Kept data entry to the minimum: fields that matter for the sale, not fields that satisfy a database.

03 /

Outcome

A CRM the sales team actually uses. Follow-ups happen automatically, stalled deals are visible to the director, and the pipeline is a live view rather than a weekly report.