Optimising an existing CRM system



A CRM system had been installed, but was under-utilised due to the lack of skills in the organisation to design and implement a sales management process. 

Elicited the requirements for each form
Developed wireframes to support the configuration
Configured the CRM system
Produced a user guide to be utilised for training
Provided additional support following go-live of the changes

Greenlight facilitated delivery of lead configuration, opportunity configuration, account configuration, contact configuration, product configuration, reporting and training materials to support the Client's operational model. 
Reusable wireframes for future changes. 
Training pack including user guide, example reports and tips delivered to the team.
Standard reports created, customised and saved. 
End to end process documented and fully embedded. 

Key Skills Used:

Business Analysis

Key Business Benefits:

Reduction in the number of workarounds in the process

Standardised management reporting

Improvement in usability of the system