Revenue
Revenue starts as a conversation. Follow it from the first contact through to a signed contract, and keep the customer beside the team that has to deliver on it.
Every customer starts as a lead
A contact begins as a lead and becomes a customer the day the deal closes. When the relationship ends it is archived rather than deleted, so the history stays on file and your active list remains the list your team actually works.
Contracts and what comes after
No contract yet, a postponement, a contract that has run its course: each reads differently on the list. Nothing is renewed by accident, and the accounts worth chasing are not the ones that quietly go missing.
The promise and the delivery, side by side
The project doing the work sits in the same business account as the customer who bought it. Your sales team can see how delivery is going without asking for an update, and your delivery team knows exactly what was promised.
A team that owns the number
Sales, account management, content, and media each hold their own role in the business account. Everyone is given the part of the platform their work needs, and none of the part it does not.
The history belongs to the account
Meetings, threads and decisions stay attached to the customer they concern. When the person who owned the relationship moves on, the relationship does not begin again from nothing.
From signature to first task
A closed deal becomes a project in the same business account that already holds the customer, with the people and the dates it needs. Nothing is retyped, and nothing falls into the gap between two systems.
