01
Relationships need context.
Contacts and companies form the starting point. Notes and activities record what has already been discussed and which information matters for the next conversation.
- ↗Organise contacts and companies
- ↗Associate conversation notes
- ↗View activities in context
02
An opportunity needs a next step.
The documented pipeline organises sales opportunities by stage and value. It is intended to make it easier to review open opportunities together.
- ↗Organise sales opportunities by stage
- ↗Record values and next steps
- ↗Review open opportunities regularly
03In preparation
Customer context should grow with the relationship.
Emails, meetings, quotes and tasks are intended to add to the view of a customer relationship. This cross-product consolidation should be understood as a goal, not a promise of fully automated functionality already in place.
- ↗Suite activities linked to the customer as a goal
- ↗Quotes and tasks in context
- ↗Traceable links instead of unnoticed data transfers