TIFAGROWTH
Sales processes and CRM setup

Sales processand CRM setup.

Give enquiries, opportunities and follow-up a consistent place in the business. We set up a sales pipeline, agree responsibilities and help your team use it.

Discuss this programme

Who this is for

Service businesses managing enquiries through separate inboxes or spreadsheets, with inconsistent follow-up or limited visibility of opportunities.

What we deliver

  • One sales pipeline configured in a supported CRM, with agreed stages, fields and ownership.
  • A standard enquiry-to-sale process and two follow-up templates.
  • Import of up to 500 clean contact or opportunity records, using the supplied template.
  • One team training session for up to ten users, plus a handover guide.

How it reflects your business

Your customer types, services, sales stages, enquiry sources and responsibilities inform the configuration. Your team tests the process with examples from its own work.

What we need from you

An owner for the sales process, access to a supported CRM and a clean import file. You supply the agreed service information and nominate the users who will attend training.

Programme scope

One pipeline, one team and one supported CRM. Software subscriptions, custom code, complex migrations, paid advertising and ongoing sales activity are excluded. Compatibility is checked before booking.

Check whether this programme fits

Related support

Business review and 90-day plan Compare all programmes

Optional software after setup

Where software supports the agreed process, choose an optional monthly plan for the selected tools and support. Setup, subscription and usage charges are confirmed separately from the consultancy fee.

View software and monthly support
Contact us

Tell us about
your business.

Describe what you want to improve. We’ll help you identify the right programme and explain the scope, timetable and fee.

growth@tifa.co.uk ↗

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TIFA Business Review
TIFA Business Review

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