CRM & FOLLOW-UP SETUP
Give each enquiry
a clear next step.
Connect your website, CRM and calendar so sales teams can route complex enquiries, follow up on time and see when a call is booked.
Send an enquiry
Book a call
ILLUSTRATIVE CRM RECORD
NEW WEBSITE ENQUIRY
Multi-site distribution RFP
Source · Enterprise sales form
LEAD OWNER
Maya · North America sales
FOLLOW-UP
Confirm scope and send booking link
✓
DISCOVERY CALL BOOKED
Tuesday · 10:30 a.m.
Booking saved to the lead record
EXAMPLE WORKFLOW
From web form
to a booked call.
A national retailer is evaluating a logistics partner for 24 distribution sites. Here’s how its enquiry reaches the right sales team.
01 / CAPTURE
Website enquiry comes in
A procurement manager submits an RFP enquiry. The website captures the company, region, number of sites and rollout window.
Form submitted → lead created
02 / ASSIGN
The right person owns it
The CRM routes it to the North America enterprise team. An existing account owner takes priority. Unmatched requests go to sales operations.
Owner assigned → team notified
03 / FOLLOW UP
The account owner follows up
The buyer gets an acknowledgement. Maya gets a task to confirm scope and share her booking link. Sales operations gets an alert if the task is overdue.
Acknowledgement → follow-up task
04 / BOOK
The call is recorded
The buyer books a discovery call. The meeting is saved to Maya’s calendar and the CRM record, alongside the original request.
Calendar booking → CRM updated
CRM PLATFORMS
Work with the CRM
your team uses.
The setup depends on your edition, permissions, and calendar. We confirm the tools and any licence or connector costs before work starts.
Dynamics 365 Sales
Route incoming leads by territory, service, or sales team.
HubSpot
Connect forms, contact ownership, follow-up workflows, and meeting links.
Salesforce
Map enquiries to leads and assign them to the right rep or queue.
Pipedrive
Create a lead, assign an owner, and add an activity or booking to the pipeline.
WHAT WE SET UP
Start with
one enquiry flow.
We agree what this setup covers before we build. Existing data migrations and more complex integrations can be scoped separately.
Agree on the rules
Pick the form, the lead owner or team, and what should happen when no rule matches.
Connect the tools
Map the enquiry fields, set up the acknowledgement and follow-up task, and connect the agreed booking tool.
Test and hand it over
Test from the website form to a recorded booking, check the fallback queue, and show your team how to follow up.
GET STARTED
Where do your
enquiries go now?
Tell us what you use today and where enquiries get held up. We’ll talk through what to connect and who should own the next step.
Send an enquiry
Book a call
CRM & FOLLOW-UP SETUP
Give each enquiry
a clear next step.
Connect your website, CRM and calendar so sales teams can route complex enquiries, follow up on time and see when a call is booked.
Send an enquiry
Book a call
ILLUSTRATIVE CRM RECORD
NEW WEBSITE ENQUIRY
Multi-site distribution RFP
Source · Enterprise sales form
LEAD OWNER
Maya · North America sales
FOLLOW-UP
Confirm scope and send booking link
✓
DISCOVERY CALL BOOKED
Tuesday · 10:30 a.m.
Booking saved to the lead record
EXAMPLE WORKFLOW
From web form
to a booked call.
A national retailer is evaluating a logistics partner for 24 distribution sites. Here’s how its enquiry reaches the right sales team.
01 / CAPTURE
Website enquiry comes in
A procurement manager submits an RFP enquiry. The website captures the company, region, number of sites and rollout window.
Form submitted → lead created
02 / ASSIGN
The right person owns it
The CRM routes it to the North America enterprise team. An existing account owner takes priority. Unmatched requests go to sales operations.
Owner assigned → team notified
03 / FOLLOW UP
The account owner follows up
The buyer gets an acknowledgement. Maya gets a task to confirm scope and share her booking link. Sales operations gets an alert if the task is overdue.
Acknowledgement → follow-up task
04 / BOOK
The call is recorded
The buyer books a discovery call. The meeting is saved to Maya’s calendar and the CRM record, alongside the original request.
Calendar booking → CRM updated
CRM PLATFORMS
Work with the CRM
your team uses.
The setup depends on your edition, permissions, and calendar. We confirm the tools and any licence or connector costs before work starts.
Dynamics 365 Sales
Route incoming leads by territory, service, or sales team.
HubSpot
Connect forms, contact ownership, follow-up workflows, and meeting links.
Salesforce
Map enquiries to leads and assign them to the right rep or queue.
Pipedrive
Create a lead, assign an owner, and add an activity or booking to the pipeline.
WHAT WE SET UP
Start with
one enquiry flow.
We agree what this setup covers before we build. Existing data migrations and more complex integrations can be scoped separately.
Agree on the rules
Pick the form, the lead owner or team, and what should happen when no rule matches.
Connect the tools
Map the enquiry fields, set up the acknowledgement and follow-up task, and connect the agreed booking tool.
Test and hand it over
Test from the website form to a recorded booking, check the fallback queue, and show your team how to follow up.
GET STARTED
Where do your
enquiries go now?
Tell us what you use today and where enquiries get held up. We’ll talk through what to connect and who should own the next step.
Send an enquiry
Book a call