01 / PROJECT CONSIDERATIONS
Make the next customer action clear
A customer record needs more than a name and a status. We map how an enquiry enters, who owns it, what qualifies it and what should happen next. A useful CRM keeps that responsibility visible across calls, proposals, follow-ups and handovers.
02 / PROJECT CONSIDERATIONS
Decide whether custom development is justified
An existing CRM may already cover your process. Custom development makes more sense when permissions, integrations or unusual workflows are genuinely hard to accommodate. We discuss those gaps first. The aim is to solve a specific operating problem, not recreate every feature of a large commercial platform.
03 / PROJECT CONSIDERATIONS
Connect the enquiry to a durable record
Website forms, imported contacts and external systems need consistent validation and duplicate handling. We define the record of acceptance, attribution fields and retries before presenting a success message. Dashboards and reports should use a clear definition of each stage so different teams are not reading different versions of the pipeline.
04 / PROJECT CONSIDERATIONS
Plan ownership, migration and visibility
Sales, management and support may require different access. The scope identifies sensitive fields, change history, data import and export requirements. My LMS provides relevant evidence of role-based operational software; it is not presented as a completed CRM client deployment.