Process and CRM redesign
The process has changed. Your CRM has not.
When teams work in different ways, workarounds, duplicate entry and unclear handovers appear. I bring process, information and responsibilities together and translate them into a setup that supports the people doing the work.
- Sales, Customer Service, Field Service and Project Operations
- Customer Insights, Omnichannel and shared customer information
- Handovers between Sales, Service, Operations and other teams