Methodology

We start with the business question rather than the product: where information is lost, who owns the lead, and which next action must be visible.

Solutions are assessed for process fit, implementation cost and complexity, data quality, automation, reporting, and over-configuration risk.

KPIs include a definition or calculation method. Examples are illustrative and are never presented as promised outcomes.

Comparisons include cases where a lighter CRM, spreadsheet, or shared inbox may be sufficient.