Sales | base
Implement a CRM: the 6-step route for Swiss SMEs
Implement a CRM without chaos: set goals, clean your data, comply with the DSG, import with a dry run and bring your team along.
Practical knowledge for Swiss SMEs
: Advice
Practical guides for working with : clear explanations, examples and checklists for Swiss SMEs.
- GuidesStep by step through the apps, sorted into chapters.62 guides
- Frequently asked questionsShort answers, grouped by app.14 questions
Articles on this topic
Articles found: 10
Sales | base
Qualify leads and score them: how to go about it
Qualify leads with clear questions and a simple points system: example with calculation, data protection under the DSG and UWG, checklist.
Sales | base
Build a sales pipeline: stages, values and traffic lights
Build a sales pipeline: stages with clear criteria, weighted pipeline value, loss reasons and a warning for deals that have stalled.
Sales | base
Follow up a quote without nagging: process and wording
Follow up a quote at the right pace: binding period under the CO, sample wording, advertising and data protection, worked example, checklist.
Sales | base
Newsletter law Switzerland: how to send compliantly
Newsletter law Switzerland: what Art. 3 UWG requires, when customers may be emailed without consent, and how unsubscribing and data protection apply.
Sales | base
Consent for contact data: data protection in sales
Consent for contact data: what the data protection act requires, how to record purpose and evidence, and how to handle access, withdrawal and deletion.
Sales | base
Sales forecast for SMEs: a simple method
Create a sales forecast: weight the pipeline, sort by closing month and check it against your own win rate, with a worked example and checklist.
Sales | base
Sales targets and KPIs: set, measure, lead
Sales targets and KPIs for your team: set targets per person, choose suitable KPIs, read progress and manage in line with data protection.
Sales | base
Handle customer enquiries: clear processes by email
Assign customer enquiries by email, check replies and clarify responsibilities: process with data protection under the DSG, example, checklist.
Sales | base
Quote to invoice process: from deal to document
Connect quote, order and invoice cleanly: responsibilities, document chain and checks for the handover from Sales to Finance.
The next step starts with a conversation.