Connect the enquiry with the next step.
CRM, workspace and quote-to-cash process design gave the team a clearer path from customer enquiry to delivery.
The business problem
Customer and booking information needed to move between sales, quoting and operations.
What we built
We set up the CRM and workspace, then designed the quote-to-cash process and scoped the implementation in packages.
What changed
Staff had a common process and a system plan for moving information between the people responsible.
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