Bring customer information and sales stages into one workflow and adapt CRM to the team’s everyday work.
Service scope
Customer and sales-process analysis, CRM requirements, stages and roles, a data migration plan, reporting needs and user preparation. SBT CRM is offered as a separate product.
Our approach
We clarify the sales model and user needs, compare the chosen solution with requirements, and prepare test scenarios and a phased transition plan.
Deliverables
CRM requirements and configuration plan, pipeline stages, a migration checklist, test criteria and a team working guide.
Scope, timeline and fees are agreed in a separate proposal after the initial discussion.