Examples
From request to work: a CRM and engineer demo
Shows with an example how a customer request travels the whole way: a form on a phone, a deal card in the CRM, a task for the engineer. It suits service and sales teams whose requests get lost between the call and the work.
Demo · nothing is submitted
- The customer sends a request
- CRM finds the customer and prepares the contract
- The engineer gets the task
- The customer gets the visit time
You are the customer. Pick a request type on the phone.
What do you need?
The pump on line 2 is noisy and losing pressure
Dealswaiting for requests
New
Customer
Documents
Assigned
No new tasks
Start on the customer’s phone
How it works
You step through the scenario and at each stage see what happens on the customer's phone, in the CRM and on the engineer's side. All data in the demo is test data, with no real customers or requests. In your company the setup would depend on your CRM and processes.