Business systems
CRM Planning Guide
Map your sales and client workflow before choosing or building a CRM.
Map the real workflow
Document what happens from new lead to active client.
- Lead sources and ownership
- Contact and follow-up stages
- Deal creation and conversion points
Define users and permissions
Different roles need different views and controls.
- Admin visibility
- Individual user access
- Approval and editing permissions
Choose the essential records
Start with what the business truly needs to track.
- Contacts and companies
- Deals, appointments and notes
- Clients, invoices and account records
Plan reporting and automation
Decide what should be visible and what can be automated.
- Activity dashboards
- Conversion reporting
- Reminders, status changes and handoffs
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