15 problems sales and crm bring us, each with the cause, what it costs and what we build to fix it.
Website enquiries sit in a shared inbox for hours or days before anyone replies. How we route, triage and draft replies so web enquiries are answered quickly.
Leads arrive by phone, email, WhatsApp, forms and social messages, and some are forgotten. How we pull every lead into one list so none fall through the cracks.
Your sales team will not update the CRM, so pipeline data is fiction. Why forcing them rarely works, and how we make the CRM fill itself in as people work.
Quotes pile up because only one estimator knows the pricing. How we capture their rules in a quoting tool so others can price routine jobs and they check.
Duplicate contacts in your CRM mean double emails, split history and wrong reports. Why merging never sticks, and how we stop duplicates at the point of entry.
Lead source blank or 'website' on every CRM record hides which marketing brings deals. How we capture the source and carry it through to revenue.
Proposals built by copying the last one carry old client names, wrong prices and outdated terms. How we generate proposals from approved content and deal data.
A pipeline report rebuilt by hand every Monday from CRM exports. How we automate the weekly pipeline report with data checks and a view of what changed.
Custom CRM vs Salesforce: when the licences, consultants and workarounds outweigh the benefits, and when staying on Salesforce is still the right answer.
Custom CRM vs HubSpot: when your process has outgrown HubSpot's model, when rising tiers stop making sense, and when HubSpot is still the right call.
Won deals are handed to operations by email and details get lost or retyped. How we automate the handover from CRM to delivery so jobs start complete.
Quotes go out and nobody follows up, so decided buyers drift to whoever called back. How we automate quote follow-up with timely, specific reminders and tasks.
Regular customers stop ordering and nobody notices for months. How we spot lapsing customers from order history and prompt your team to act in time.
Sales commission worked out in a spreadsheet each month causes disputes and delays. How we automate sales commission calculations from CRM and invoice data.
Contract renewals get missed when end dates live in PDFs and spreadsheets. How we track renewal dates, prompt account owners early and automate renewal steps.