Practice · Operations

CRM

Operations work tagged CRM — the scheduling, surveys, vendor moves, and campaigns that make a business run leaner.

1 Project
Selected Work
Business team collaborating around laptops at a table

Lumen Sales Prospecting System

A Lumen prospecting system that lists Client Development Cards with click-to-call and ties into the Sales Event Calendar — leadership plans sales and resets prospects to keep the list fresh.

Read More

Operations running on duct tape?

Scheduling, reporting, vendor consolidation, and the automations that tighten operations. Let’s streamline it.