Get Small Business CRM running in four steps.

Click Get started, then use Proto to configure CRM for Small Business for your business. Choose the operating organization for the pilot and identify the Relationship Owner who will prepare the opportunity. Arrange an independent Sales Manager before submitting reviewed work.

Bring an eligible customer account and a familiar opportunity with an expected value and closing date. Record the discovery outcome, qualify the assigned revision and prepare proposal scope with a next activity. Attach the files needed to explain the customer discussion.

Create a commitment for a specific promised follow-up. Agree the subject, due date and meaning of its estimated value. Have Sales Manager return a first submission for clarification so the team practices correction and review of a new revision before completion.

Confirm that completion requires the approving decision and linked operation evidence. Run separate Won and Lost cases with verified customer evidence, preserving expected value and earlier activities. Try a stale request and a preparer attempting independent review.

Reconcile a receipt with a revision mismatch and another with an external reference. Require the actual source result where needed and preserve the original records during correction. Ask Auditor to trace the pilot outcomes, then use the implementation plan to resolve findings before adding more customer work.