Sales processes
Clieni Media sets up sales processes: how enquiries come in, who handles them when, which quotes go out and when to follow up. Clearly documented and mapped in the CRM.
Leads · Quotes · Follow-up
Book an intro call →01
How do you notice a missing sales process?
Enquiries get stuck, nobody knows who is responsible, quotes aren't followed up and figures come from gut feeling.
02
What does a sales process include?
Fixed steps from enquiry to order, clear responsibilities, templates for quotes and emails, reminders and key figures.
How it works
- 01
Current state
How does sales run today?
- 02
Target process
Steps, responsibilities, templates.
- 03
Implement
In the CRM with reminders and automation.
- 04
Measure
Key figures per step and refinement.
Frequently asked
Do I need a new CRM for this?
Not necessarily. We map the process in your existing system or build your own.
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Intro call.
Tell us what you want to achieve. We'll tell you honestly what it takes.