Process mapping
A clear picture of the enquiry-to-sale journey, including responsibilities and handovers.
CRM & marketing systems / redrose.digitalGive every enquiry
somewhere to go.
Connect your website, customer information and follow-up process so your team can see what needs to happen next.
Let’s talk about your systemsOne team. Joined-up thinking.
Enquiry.
Follow-up.
What next?
The gap between interest and action matters.
Enquiries can arrive through different channels and end up in different places. A useful CRM gives the team a shared view of the relationship and the next action.
We help shape the process before the system: what you need to capture, who owns the follow-up and how you will know what happened.
The right skills.
Put to work.
CRM planning
Fields, stages and views based on the way your business works.
Website connections
Connecting suitable forms and lead sources to the agreed customer process.
Follow-up workflows
Practical reminders and automation, where the chosen system supports them.
Lead-source reporting
Using available source information to understand where enquiries and sales begin.
Team adoption
Guidance and refinement so the system supports everyday work rather than adding friction.
How the work happensClear scope.
Clear scope.
Shared direction.
We agree the priorities and budget before work begins. Your project gets the skills it needs, with someone keeping the whole picture in view.
How we plan the work- 01
Map
Understand the journey and where information gets lost.
- 02
Connect
Configure the agreed process and integrations.
- 03
Embed
Help the team use it and improve the reporting.
Before we talkGood
Good
questions.
Do we need a new CRM?
Not necessarily. We review what you already have and whether it can support the process you need.
Can you connect our website to our CRM?
Often, but it depends on the systems and their integration options. We confirm compatibility before agreeing the work.
Can it show which marketing produces sales?
Where source data and sales records can be connected reliably, the reporting can help show that relationship. We explain the gaps as well as the findings.
Will you help our team use it?
Support and handover can form part of the scope. The system needs clear ownership and a practical way of working.
Big plans?
Pull up a chair.
Tell us what you’re working towards. We’ll talk through where marketing could help.
Let’s talk about your businessA little more perspective
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