General Company Proposal
Accepted on: November 19, 2016, 11:00pm
Proposed by: Brian Robertson
Made changes to: CRM-erator
Purpose changed:
Sales leads transparent and accessibleLead and customer data transparent and accessible to roles that need it
Accountability removed:
- Migrating data from current systems
Accountability removed:
- Sharing CRM system updates with users
Accountability changed:
MaintainingSetting up and maintaining a Customer Relationship Management (CRM) system forrelationship managementstoring useful customer and lead data
Accountability changed:
Optimizing processes for sales lead trackingDefining, implementing, and optimizing processes to enable relevant roles to track key data about current and potential customers and engagements