A CRM Field Dictionary Your Sales Team Can Actually Use
Build a small CRM field dictionary with clear meanings, owners and completion rules. Test whether two colleagues record the same conversation consistently.
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Practical CRM guides for small sales teams
Worksheets and fictional examples to help your team organise contacts, understand deal decisions and choose the next action.
Articles in FrenchTwo Sales Opportunities at One Company: Keep the Decisions Separate
Decide when two discussions at one company need separate opportunities. Keep shared context, alternative options and combined proposals understandable.
Read articleThe Buyer Says Yes, but Procurement Is Still Open: Track the Remaining Work
Keep supplier setup, scope review and order steps visible after a buyer wants to proceed. Use a practical dependency tracker with owners and evidence.
Read articleA Sales Contact Changes Employer: Update the Relationship Without Rewriting History
Handle a sales contact's employer change without moving old deal history into the new company. Check sources, current work and the CRM's relationship behaviour.
Read articleRun a Five-Record CRM Pilot Before Choosing a Plan
Run a small CRM pilot with five representative records. Observe a colleague's tasks, separate setup problems from product gaps and record the buying decision.
Read articleCRM Meeting Notes: Separate Decisions, Commitments and Open Questions
Write CRM meeting notes that distinguish decisions, commitments and open questions. Use a worked example and a recap another colleague can follow.
Read articleTwo Customers, One Asset: Link the Work Without Merging the Orders
Use a worked task-to-order matrix to coordinate one asset visit while keeping two customers’ scopes, evidence handovers and billing instructions clear.
Read articleCorrect an Analytical Error After Sending a Client Report
Correct a delivered consulting report with a checked calculation, affected-conclusion register and targeted recipient follow-through. Keep remaining consequences visible.
Read articleEstimate a Consulting Assignment When Client Inputs Are Still Missing
Build a basis-of-estimate sheet when client inputs are missing. Choose a planning estimate, defined discovery stage or deferred quote with clear boundaries.
Read articleCan You Start Next Week? Check Consulting Capacity Before You Promise
Check consultant and specialist availability before promising a start date. Use a weekly capacity sheet to accept, revise or decline a new assignment.
Read articleA Client Requests More Work: Record the Scope, Fee and Date Decision
Record a client's change request without confusing an estimate with approval. Use a filled scope, fee and delivery-date decision ledger before releasing extra work.
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