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CRM - Coggle Diagram
CRM
Reporting
Lead source by date/period
Pipeline General & individual
Contracts raised in a Period
Turnover
Leads Referred to Chamber/Specialist/3rd Party
Status report on all leads, broken down by Specialist & Chamber
Proposals Raised in a Period
Marketing campaigns sent
Opens/success?
New Lead
Chamber Referral (Project)
Proposal to Chamber
Direct Proposal
Ref fee to Chamber - how?
WWW/E-mail
Automatic set up and assign to LR?
Ref to Specialist
Ref to Chamber
Ref to 3rd Party
Existing Customer
Ref to Specialist
Ref to Chamber (BCC)
Specialist Busines Development
BCC delegate
Add to newsletter list (see feedback form)
Assign to...?
Existing Clients
Market to (subscriber)?
Periodic Follow Up
Workflow/reminder/template
Create Proposal
Straight to Invoice
Proposals
Still in word? or via Onenote with generic attachment?
Convert to Contract via Onenote?
Auto reminder to follow up - Specialist or LR
Marketing
General Newsletter to all subscribers
Targeted E-mailshot
Sector/Industry
Location
Chamber?
Previous work carried out? EG BCC delegate or Export Manager
General follow ups
Enquiry
BCC Delegate
Direct Client (Not Chamber)
Contracts
Raise via OnePage?
Change pipeline probability instead?