CRM & Pipeline Design
A CRM your reps keep up to date because it helps them sell.
- Stage definitions with entry and exit criteria
- An object and field model your reps will actually use
- Automation, validation and data hygiene rules
- Territory, quota and lead routing logic
- Migration and clean-up of legacy records
- Pipeline views built for each role
- Required fields kept to the minimum
- Duplicate and stale record alerts
- Activity capture from email and calendar
- Admin documentation and training










































