ILLUSTRATIVE BUSINESS SCENARIO
Follow-up without losing context.
A sales team handling multiple enquiry sources and account handovers.
A fictional scenario for evaluating requirements, not a customer case history or a promise of results.
01 / THE CHALLENGE
Separate contact notes; limited proposal visibility; missing next actions.
02 / PROPOSED WORKFLOW
One opportunity list → owner and stage → next-action date → pipeline review.
03 / ACCEPTANCE CHECK
Each sample opportunity has an owner, stage and next action; history can be reviewed under agreed permissions.
The intended benefits are clearer ownership, traceability and more usable information. Any measurable impact must be assessed using the business baseline and an agreed pilot.
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