A won deal that operations cannot run is still a problem.

How it shows up

• What was sold is re-entered, reinterpreted, or lost once operations picks up the file.
• Customers and reps ask for status because they cannot see it themselves.
• Special pricing and exceptions live in the salesperson’s head.

When it is working

A promise made in the quote is still true in operations. The customer can see enough not to call.

Problems we commonly work on

• People keep asking for status because they can't see it
• The same information is entered more than once
• Work held together by spreadsheets, email and memory
• Your software almost fits. Almost.