FuelTap

A custom CRM built around how a field sales team actually finds and signs fleets.

The brief: Off-the-shelf CRMs fitted the sales team about as well as a borrowed suit: leads in one place, clients in another, onboarding in a spreadsheet and nobody sure who had called whom.
What we did: We built one system for leads, clients, reps and onboarding: a shared prospect pool reps claim from, handover checklists, and an admin view of the whole team.

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