CRM setup for a multi-branch sales team
Sales and CRM Management, Process Automation, Setup, Migration and Training
2025
Enquiry tracking scattered across five branches was brought into one pool, with assignment rules defined per branch.
The business could not see enquiries from its five branches in one place. Each branch kept its own spreadsheet, and the same customer was often recorded separately in several of them.
Setup began by converting the existing spreadsheets into one structure and migrating the historical records. Branch-level assignment rules were then defined, so an enquiry now routes automatically to the right branch and an available representative there.
Weekly review calls ran through the first month after go-live. Managers can now compare branches on a single screen.
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