When it is needed
This task appears when leads and communication come from several channels and management does not see one clear picture of clients, deadlines and results.
Cases
Website, CRM and Notifications for Lead Processing
A website should be part of sales: a form creates a client, CRM creates a task and the manager gets a notification.
What to configure
Sources, stages, required fields, owners, notifications and reports should be defined. Then CRM becomes a working management system instead of an archive.
How to implement
The process starts with an audit, then the structure is designed, and after that pages, forms, integrations, automation and real scenarios are tested.
VanTech
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