01
Keep account context
Organise companies and contacts to understand who you are speaking to and which opportunity is active. Review what information each team member needs.
AT A GLANCE
A sales process that fits your business
Selling professional services often involves discovery meetings, scope definition and quote reviews. A consulting CRM helps preserve context when several people are involved or decisions take time. Madflow organises contacts and companies, visualises sales stages and keeps tasks and quotes within the same process.
IN YOUR WORKING DAY
What changes in your working day
02
Clarify proposal scope
Prepare the PDF quote and plan its follow-up. An open proposal needs a next step: clarify terms, review scope or agree on another meeting.
IN YOUR WORKING DAY
What your sales workflow could look like
01
An example to bring to your demo
An account requests advisory services. Open an opportunity after the initial meeting, set out the scope in a quote and create a task to resolve questions before the next conversation. Stages might cover discovery, proposal, negotiation and agreement. Adapt the names to your firm’s actual process.
02
What to review before choosing your CRM
List your current stages, the data you need and recurring tasks. Check how proposals are created, how your team is organised and what information needs importing. The demo should cover these needs using a specific business example.
GETTING STARTED
How to get started with Madflow
01
Share your process
Explain where opportunities come from, who handles them and what happens after a proposal is sent. This gives your demo a useful starting point.
02
Review the product with your team
Walk through the pipeline, contacts, tasks and quotes using a case from your business. Check what each person needs to do their work.
03
Agree on the scope
Agree on users, stages, starting data and terms before signing up. If you are moving from another tool, also discuss import requirements and the support you need.
A FEW MORE ANSWERS
Questions before you decide.
Can it help organise longer sales cycles?
Configurable stages and tasks can represent a process involving several meetings and decisions. Give each stage a clear meaning and review opportunities regularly. Discuss your team’s specific requirements during the demo.
How can I see the product before choosing it?
Book a demo and tell us how your team works. The session is an opportunity to review the product, ask questions and agree on the scope and terms your company needs.
Where can I find pricing and terms?
The Madflow team prepares a proposal after understanding your needs. Ask about what is included, user numbers, setup and support before making a decision.
Let’s see how your team works.
Bring your sales process to the demo. We will review your needs and how Madflow can help.