puzzle pieces

Sales & Business Development

Use accounting software to automate invoicing, billing, and expense tracking.



  • Leads are not tracked systematically
  • Important relationships managed by owner
  • Sales business development team do not have a full view of pipeline

Tools used:

  • Microsoft Excel
  • Microsoft Word
  • Email

Tools that can be used

All-in-one Customer Relationship Management (CRM) software (e.g., Salesforce, HubSpot, Zoho CRM).  

For service businesses, the CRM can be integrated with project management tools.


  • Utilize CRM software to automate lead management, customer communication, and sales pipeline tracking
  • Centralized view of leads, prospects, and customer relationships  
  • Improved visibility and coordination within the Sales and Business Development team

Ready to innovate? Let's chat.