CRM & Lead Follow-Up

Keep good opportunities moving.

A new inquiry needs an owner and a next step. Stranoux helps U.S. businesses connect forms, CRM records, pipeline stages, and follow-up tasks so the team can respond consistently.

LEAD JOURNEY REVIEW
Map how inquiries arrive, how records are created, who responds, and where opportunities stall. Identify missing information, duplicate work, and unclear ownership.

CRM & FOLLOW-UP SETUP
A typical project includes field mapping, pipeline stages, assignment rules, acknowledgment copy, reminders, and re-engagement logic appropriate to the relationship and communication channel.

PIPELINE SUPPORT
An ongoing scope can cover agreed reporting, workflow adjustments, data-quality reviews, and changes to the follow-up process. Responsibilities and coverage are documented before work begins.

A PIPELINE YOUR TEAM CAN USE
Stages should reflect actual business actions, such as New Inquiry, Contacted, Qualified, Proposal, and Closed. Each stage needs a definition, a responsible person, and a clear next action. Your setup should match your sales process.

WHAT A SETUP CAN INCLUDE
A field map, duplicate-handling rules, lead assignment, task templates, follow-up steps, failure alerts, sample-record tests, and a team handoff guide. Software subscriptions and migrations are separately scoped where required.

DO WE HAVE TO CHANGE OUR CRM?
Not necessarily. We review your current platform and integration options first. The proposal defines the scope and any tool limitations before implementation.

WILL EVERY INQUIRY GET PROMOTIONAL EMAILS?
The response workflow should match the inquiry and communication permissions. A service request is not an automatic reason to enroll someone in an unrelated campaign.

HOW DO WE MEASURE PROGRESS?
Possible measures include unassigned inquiries, response time, completed follow-up, qualified leads, and booked conversations. We agree on relevant measures rather than treating every submission as a qualified lead.

DISCUSS YOUR LEAD JOURNEY
Email hsaint-eloi@stranoux.com or call (786) 488-2695. Tell us how prospects contact your business and where follow-up slows down.