USE CASE
Sales & Business Development
Use accounting software to automate invoicing, billing, and expense tracking.
Challenges
Scenarios:
- 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
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.
Outcomes
- 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