- One pipeline: every lead with an owner, a status and a mandatory next action
- Automatic assignment by zone, product or workload
- Automatic qualification: hot leads get called first
- Management dashboard: conversion by channel, rep and campaign
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Solution · Telecom & sales teams
Sales follow-up in telecom: no lead left unworked
Leads arrive via web, phone and the street, and end up in personal spreadsheets. Each rep chases what they remember, management sees nothing and campaigns can't be attributed.
This is how it works once it is live.
The result
Follow-up stops depending on each rep's memory. Management sees the pipeline in real time and knows which campaign brings sales and which burns budget.
Frequently asked questions.
Do you migrate the data we already have in Excel?
Yes. Data migration and cleanup is part of the implementation: leads, customers and history live inside the CRM from day one.
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