01
CRM Requirements
What should our CRM actually do for the business?
Review the sales process, users, roles, stages, data, reports, integrations and adoption readiness. Separate must-have from optional requirements before assessing any platform. The review is vendor-neutral.
02
Sales Process Optimisation
Where is our current sales process creating leakage or inconsistency?
Look at lead capture, qualification, handoffs, stages, ownership, follow-up, pipeline reviews and forecasting. Identify where the process breaks and what to fix first.
03
Distributor Health
Is our distributor or channel model performing as it should?
Depending on available data, review coverage, productivity, targets against actuals, primary and secondary sales, inventory, claims, incentives, service and governance.
04
City Expansion
For one city and one business question, what route-to-market or coverage approach makes sense?
Examine one agreed question, such as direct sales versus distributor coverage or an initial channel approach. A broader market-entry or city-expansion study can be scoped separately.
What we may need from you
For Distributor Health, useful inputs may include primary sales, secondary sales where available, targets and actuals, inventory, territory or customer coverage, claims, incentives and service information. The depth of the review depends on the information actually available.
City Expansion stays focused
The entry review covers one city and one agreed business question. It does not include full market sizing, exhaustive competitor research, complete financial feasibility or an entire launch programme.