360° profile with source and history
Fewer duplicates and confusing handoffs
RELATIONSHIPS WITH CONTEXT
Sales CRM
Every opportunity has a story, an owner, and a next step.
SCI brings together customer profiles, conversations, activities, and deals. Your team configures fields, permissions, and stages to fit its operations.
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THE CHALLENGE
A clear process starts with understanding the problem.
Contacts scattered across spreadsheets, inboxes, and phones make it hard to know who has responded and what still needs to be done.
SCI / CRM
SCI brings together customer profiles, conversations, activities, and deals. Your team configures fields, permissions, and stages to fit its operations.
CAPABILITIES
Configure what your team actually needs.
Scope is defined during implementation and depends on authorized accounts and channels.
Tasks, tags, and custom fields
Visible priorities for every sales representative
Owner assignment and permissions
Verifiable follow-up at each stage
Segments and views by team
OPERATIONAL FLOW
From the signal to action.
A specific sequence for defining owners, controls and reports.
- 01Capture
- 02Contact profile
- 03Assignment
- 04Activity
- 05Opportunity
COMMERCIAL VISIBILITY
Your team sees what comes next.
The illustrative interface shows how the stages connect for sales crm. Actual records and metrics depend on authorized information.
- Fewer duplicates and confusing handoffs
- Visible priorities for every sales representative
- Verifiable follow-up at each stage
SCI / Sales CRM
OverviewFlowTeamMetrics
CONCEPTUAL VIEW
Sales CRM
Every opportunity has a story, an owner, and a next step.
01Capture
02Contact profile
03Assignment
04Activity
05Opportunity
Components of this solution
360° profile with source and history
Tasks, tags, and custom fields
Owner assignment and permissions
Illustrative interface · No client data
APPLICATIONS
Two specific situations.
Configuration examples, without attributing undocumented results to clients.
A real estate company distinguishes prospects by project and budget.
Stages, messages and responsibilities are adapted to the client's operation.
A services team follows up on proposals that have received no response.
Stages, messages and responsibilities are adapted to the client's operation.
POSSIBLE CONNECTIONS
Connect the work you already do.
Each integration is activated only after checking accounts, permissions, costs and provider compatibility.
See the integration architectureFREQUENTLY ASKED QUESTIONS
Before getting started.
Can I import contacts?
Imports are planned with field mapping, permissions, and duplicate cleanup.
Can each sales representative see only their own opportunities?
Permissions and views are defined during account configuration.
KEEP EXPLORING
LET'S TALK