4 docs tagged with "crm"

Coming soon — CRM how-to guides.

CRM & Customer Management — Sales & Customer standard work: CRM ownership, customer strategy, type and status classification, and the finance team's quarterly customer list review.

New Customer Development — Sales & Customer standard work: referred leads, targeted prospects, first meeting, qualification, and the three due diligence checks before the SLT approves a new customer.

New Customer Onboarding — Sales & Customer standard work: contacts, customer information, credit insurance confirmation, payment terms, supplier setup forms, CRM and SAP setup, and invoice factoring documents.