One customer, one record
When sales, support and dispatch each keep their own list, customers get asked the same questions repeatedly. Keep a single account record and let each team add to it.
Separate visibility from ownership
Everyone can see the customer history, but every task has exactly one owner. That is what stops important work from falling between two teams.
Use roles to keep things tidy
Give people access to what they need. Managers see team performance, reps see their own pipeline and administrators manage settings. Fewer buttons means fewer mistakes.
Review handovers, not just outcomes
Once a month, look at orders that were delayed or disputed and trace where information was missing. Fix the handover and the same problem stops recurring.
Put this into practice
Book a walkthrough and we will help you set up your workspace and first pipeline in an afternoon.
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