Improve: Sales & Marketing
Pipeline, CRM, brand, and market position
Getting Started
1
Build and maintain a comprehensive customer database
2
Implement a CRM system to track leads and opportunities
3
Create a marketing plan with measurable goals
4
Define your sales process with clear stages and criteria
Level Roadmap
Lvl 1
Foundation
Customer list exists; basic website/presence; pricing documented
Lvl 2
Structure
CRM in use; marketing plan exists; sales process defined; brand guidelines
Lvl 3
Performance
Lead pipeline tracked; conversion rates measured; customer retention > 80%
Lvl 4
Excellence
Cross-functional campaigns; data-driven marketing; strategic account management
Lvl 5
Mastery
Market leadership position; brand equity measured; predictive sales analytics