Diagnosis
Map current data and sales routines.
CRM and Automation
A lead should not depend on a salesperson’s memory.
We organise sales stages, information and follow-up routines in the CRM. Repetitive work follows explicit rules, while the team retains responsibility for conversations and commercial decisions.
Working flow
- Lead
- CRM
- Qualification
- Distribution
- Follow-up
- Sale
- Revenue
Data informs the next decision
Where the system needs to evolve.
Enquiries are scattered and follow-up relies on individual memory.
What we structure.
- Sales process map
- Pipeline and essential fields
- Follow-up workflows and alerts
- Usage and maintenance guide
The CPS Method
From insight to implementation
The CPS Method structures the work in five stages. Each answers a question before the next begins.
Direction
Define progression criteria and ownership.
Funnel
Structure the pipeline and handovers.
Launch
Activate workflows and support adoption.
Dominance
Review data quality and exceptions.
Questions about this solution.
Will we need a new CRM?
Not necessarily. We assess whether the existing tool can support the required process. Migration should address a meaningful limitation and include a plan for data and adoption.
What is Growth as a Service?
A continuous working model that connects strategy, acquisition, conversion, sales and data rather than treating each channel as an isolated task.
How is it different from a marketing agency?
Marketing is part of the system. Excellis also works on its connection to conversion, sales processes, automation and revenue analysis.
Which growth decision does your business need to make now?
Tell us about your operation. Excellis helps identify where the system needs to evolve.
The first step is understanding the operation.