Requirements captured
Keep the relationship
The next person starts informed.
Keep contacts, deals and customer conversations in the same workspace. Carry what you learn into the next follow-up, meeting or commercial document.
IN THIS WORKFLOW
CRMMeetingsCalendar
Illustrated workspace
01 / A clear instruction
Relationship identified
Match the conversation to the right contact and deal.
Connected CRMIllustrative example
The relationship, in contextPipeline
QualifiedEXAMPLE DEALNorthstar
In conversationEXAMPLE DEALFieldwork
Next meeting booked
Next stepEXAMPLE DEALJuniper
Follow-up assigned
The thread stays with the deal
Scroll to follow the work
Inside Connected CRMFrom the first instruction
From the first instruction
to something useful.
Keep contacts, deals and customer conversations in the same workspace. Carry what you learn into the next follow-up, meeting or commercial document.
Connected CRMIllustrative example
The relationship, in contextPipeline
QualifiedEXAMPLE DEALNorthstar
Requirements captured
In conversationEXAMPLE DEALFieldwork
Next meeting booked
Next stepEXAMPLE DEALJuniper
Follow-up assigned
The thread stays with the deal
WORKS THROUGHCRMMeetingsCalendarQuotes & Invoices
A customer record that tells the next person what happened and what comes next.
Your judgment stays in the loopGive it responsibility.
Give it responsibility.
Keep a clear view.
There is a difference between a platform feature and an employee’s permission to use it. You decide the working scope.
Start with the right knowledge.
Connect the company sources, relevant records and role instructions. The employee works with the context it is allowed to access.
- Company knowledge
- Customer context
- Role instructions