I am in a afterschool business. My potential clients are school. So the starting point is getting list of schools in my area and then pushing them from being unknowns to potential then to customers and then manging them.
So.... I am trying different CRM and finding the same issue. Most if not all, are focused on leads being people and then moving them to customers through slaes pipeline. I am trying to start with company and then moving them through stages of a sales pipeline. the terms are al over the place so I will explain below
1) I get a list of school names. All at potentials but not qualified
2) We call or contact via email to everyone and move some that respond to "prospect" stage. That means that the company (school) is a possibility to take our product
3) We do a appointment/presentation or demo for the school to showcase our product
4) If they agree we negotiate a contract
5) client signs and we start the day to day invoicing
Britrix seems to be like most CRM that dont like Companies being start point. I dont want duplication. I dont want to monaualy move companies into leads and then "copy" them to comapnies. Is there a painless way for Britrix to do that? I dont seem to find that info.
Thanks for the help
So.... I am trying different CRM and finding the same issue. Most if not all, are focused on leads being people and then moving them to customers through slaes pipeline. I am trying to start with company and then moving them through stages of a sales pipeline. the terms are al over the place so I will explain below
1) I get a list of school names. All at potentials but not qualified
2) We call or contact via email to everyone and move some that respond to "prospect" stage. That means that the company (school) is a possibility to take our product
3) We do a appointment/presentation or demo for the school to showcase our product
4) If they agree we negotiate a contract
5) client signs and we start the day to day invoicing
Britrix seems to be like most CRM that dont like Companies being start point. I dont want duplication. I dont want to monaualy move companies into leads and then "copy" them to comapnies. Is there a painless way for Britrix to do that? I dont seem to find that info.
Thanks for the help