Partner sales · consumer services
Five customer needs, handled in one place.
A partner introduced customers, but the sales process became messy after that. Each service had different forms, owners and follow-up.
01 · The problem
Customers had to repeat themselves.
People often needed several services at the same time. But every request started again from zero, and the team could not always see which partner or sales activity had brought the customer in.
02 · What we built
We joined the whole sales process.
- 01One starting point for five different customer needs
- 02A clear owner and next step for every quote and order
- 03The original partner or sales source kept with the customer
- 04CRM, reminders and reporting built around the same person
03 · How it reached people
Each customer saw the next useful offer.
The first request gave the team enough context to offer another relevant service at the right time. Customers were not treated as anonymous leads or shown every offer at once.
04 · What changed
What we can prove
The working product contains five connected customer journeys and tracks seven different sales sources. It also separates signed, delivered, reported and invoiced orders, so the team can see what has actually happened.
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