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Design CRM-Ready Sales Process
Analyzes a company's website and designs CRM-ready sales processes, including multiple pipelines when necessary, complete with stages, ownership, automations, and KPIs.
Using this tool takes 6 credits
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About This Tool
Design CRM-Ready Sales Process analyzes a company’s business model and automatically structures optimized CRM pipelines. It provides pipeline stages, ownership roles, required fields, automations, and KPIs — ensuring RevOps-ready architecture aligned with best practices.