Sales and CRM
Sales CRM with geo-tracking
A seven-figure monthly pipeline made visible, without a CRM licence
- ₹70L–1Crmonthly pipeline made visible
- 8–10people using it daily
- 0third-party CRM spend
The problem
The new-business team had a funnel in their heads and a TMS that could not show them their own pipeline. No visibility into where deals stood, where field reps actually went, or how performance compared.
What I built
A sales operating platform on tools the company already paid for. CRM workflows designed on the Fluint and FullFunnel frameworks, including the negative funnel. Daily field tracking with location capture through Clappia. KPI dashboards, reporting, training content and the intranet pages that held it together. Similar tracking systems followed for the vendor-development and credit-rating teams.
What it changed
A monthly pipeline of seventy lakh to one crore rupees became visible to the team and its leadership, with no CRM licence. Eight to ten people use it daily, and the structure can be replicated to other departments.
Decisions I would defend
- Build on what is already paid for. A Workspace account and a free form tool beat a procurement cycle for a CRM nobody had designed the process for yet.
- Geo-capture from the rep’s phone. Field execution became a fact, not a report.
Next
A redesign that houses this CRM and Chakshu in one app is on the list.