The challenge
Scenario: leads arrive from the website, trade shows, distributors, and phone enquiries, each tracked differently. Sales reps work from spreadsheets, and leadership cannot see which sources create revenue.
The strategy
Define a single lead lifecycle and data model, prioritise the highest-value lead sources, and design routing rules by territory and product line.
Implementation
- CRM data model, lifecycle stages, and deduplication rules
- Website and event lead capture connected to the CRM
- Territory-based routing and sales alerts
- Nurture sequences for leads not yet ready for sales
- Source-to-revenue dashboard for leadership
Visuals
Project visuals (screens, dashboards, diagrams) go here once approved.