Be On It — Workflow ArchitectureBe On It — Workflow Architecture
PROCESS MAPPEDDATA CONNECTEDRULES DEFINEDAPPROVALS ROUTEDAI IN CONTEXTSYSTEM OWNEDPROCESS MAPPEDDATA CONNECTEDRULES DEFINEDAPPROVALS ROUTEDAI IN CONTEXTSYSTEM OWNED

Solution architecture

Custom CRM development around your sales process

Build customer records, pipelines, activities and sales-to-operations handoffs around the way your organization actually works.

The operating gap

A generic CRM can capture contacts while still missing the relationships, approvals and downstream work unique to the business.

Pipeline stages do not match reality
Important context remains in email
Sales and operations re-enter information
Follow-up depends on individual habits

Architecture

Build the missing operating layer.

Keep the applications that perform their job. Connect the process, information and decisions around them.

01

Customer and account model

02

Organization-specific pipeline

03

Communication and activity history

04

Sales-to-operations workflow

After

A more controlled operation.

A CRM people can follow
Stronger handoffs
Complete account context
More consistent follow-up
Map your operation See the Blueprint process

Your first operating map

See where work, information and decisions are getting lost.

Answer guided questions about your operation. You’ll receive a preliminary systems read-out, and we’ll explain what a complete Business Systems Blueprint could include.