WEBTRONEX / BUSINESS SOLUTIONS

CRM & Sales Workflow Solutions

Structure leads, opportunities and customer activity in a connected CRM workflow. Plan configuration and integration around your sales process.

Structure the sales pipeline and the information your team needs at each stage.

Keep customer records and follow-up activity connected to the sales process.

Define the approved links to quotations, invoicing and business workflows.

A controlled transition

A clear path from decision to operation.

Map your workflows, users, applications and infrastructure dependencies.

Agree the scope, prepare the environment, and validate configuration and migration.

Complete the handover with operating guidance, recovery procedures and a defined support model.

Your next step

Tell us what you run today, what needs to improve, and what you want to control. We’ll help define the right scope.