Build the system
A sales process written down and agreed: what a stage means, what has to be true to move, who owns what. Then a CRM chosen against your requirements rather than a feature list — and kept honest.
- Stage definitions and a written qualification standard
- CRM selection, build and data discipline
- Separate pipelines for new business and expansion
- Champion, signatory and installed competitor as required fields
- Unqualified contacts held as leads, never as deals