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- CRM with Call Tracking
- Who it's for
- Advisory and Service Sales
Advisory and Service Sales
An advisory or service-sales team often needs several conversations before a customer agrees to the proposed work. Relationship Owner records what each discussion established and the next activity. Sales Manager reviews the proposal and closing evidence against the version under consideration, with the completed-call history available as supporting context.
How CRM with Call Tracking is set up for you
Discovery outcomes
Activity entries distinguish calls, meetings, emails and tasks. A useful outcome states the customer's position or the next question rather than leaving the manager to reconstruct the conversation.
Proposal evidence
Supporting files stay attached to the opportunity with their type and intended visibility. The reviewer can find the proposal being discussed and check that it belongs to the right relationship.
Independent decisions
Call review uses a different person from the submitter. A changed proposal or call needs a decision that matches the work now being acted on.
Closing context
Acceptance evidence and a won date support Won; a loss reason explains Lost. The earlier expected value and activity history remain available for the team's later review.
An advisory or service-sales team often needs several conversations before a customer agrees to the proposed work. Relationship Owner records what each discussion established and the next activity. Sales Manager reviews the proposal and closing evidence against the version under consideration, with the completed-call history available as supporting context.
Select a current service opportunity with a discovery call and a proposal in preparation. Agree the activity outcome detail and file-title conventions with the owner and reviewer. Review attachment visibility under the accounts that will actually use the evidence.
Run the completed call through submission, independent review and completion, then use the relationship history in the proposal discussion. Include a changed scope during rehearsal to confirm that an earlier approval does not authorize the revised work. Finish with a closing case where the team distinguishes a positive call from actual customer acceptance.
Use [activities and evidence](/crm-with-call-tracking/modules/activities-and-evidence) and [customer outcome review](/crm-with-call-tracking/processes/customer-outcome).
Features to start with
Accounts and Ownership
Keep eligible counterparties and responsible people within the organization that owns the relationship.
Opportunity Pipeline
Review opportunity progress with its expected value, close date and evidence for the next stage decision.
Activities and Evidence
Keep relationship outcomes, dated follow-up and supporting files attached to the opportunity they explain.
Roles on the team
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
Set up CRM with Call Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.