Mapping Sales Processes and Customer Follow-Up
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Sales consulting begins with the path a customer takes from first contact to confirmed order. We map where information is recorded, where it is lost, and where a salesperson waits for data from another department.
Common findings include customer details stored in email, quotes built from memory, and follow-up dates held in private notes. Each finding points to a specific CRM or automation change — or to a process change that needs no software at all. The map becomes the basis for CRM configuration and for training.
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