Notes tagged
crm
11 notes on crm. All notes.
Leads that die in an Excel sheet
Every project starts with a sales sheet, and it fails for mechanical reasons — no history, no two people at once, and a date in a cell that never rings.
Working with brokers without a fight at payout
The dispute with a channel partner is almost never about the rate. It is about who brought the buyer, and about when the money is due to be paid.
What a lead record should actually hold
Field by field, what belongs on an enquiry record in a primary sales office, what does not, and the one test that settles every argument about a new field.
Who owns the lead
An enquiry with no named owner is not a lead. The assignment rules have to be written before the first dispute, because moving a lead moves money.
One buyer, three enquiries, three salespeople
The same person arrives through a portal, a hoarding number and a broker. Exact matching will not catch it, and a merge is an ownership decision.
The site visit is the whole funnel
Almost nothing sells without a visit, so every stage before it exists to produce one and every stage after depends on what was recorded during it.
Follow-up is a schedule, not a feeling
A follow-up that lives in somebody's memory is not a follow-up. Every conversation ends with a dated next action, or the lead closes with a reason.
From booking to agreement: the document ladder
The paper between a verbal yes and a registered agreement, rung by rung, and the places a booking file quietly goes missing while everyone assumes it is fine.
Demand letters, reminders, and the buyer who says nobody told him
A construction-linked demand is a document plus a delivery. Most collection disputes are about the second half, and the reconciliation is worse than both.
A CRM and a task system are not the same thing
One is organised around a person outside the company, the other around work inside it. A builder needs both, and they should meet only at the crossing events.
After the booking comes the longer job
The years between booking and possession are where a builder's reputation is actually made, and most sales offices are neither staffed nor organised for them.