CRM for large businesses
CRM for large businesses. One customer process across teams.
When sales, planning and delivery work on the same customer journey, a contact list is only the beginning. You need agreements on ownership, information and handovers. Alpha connects those steps, with a CRM configuration shaped around how your organisation works.
Give every next step a clear owner
An enquiry may reach a central team before moving to a branch, adviser or project team. Define who assesses it, when it is handed over and what the next colleague needs to know. Alpha connects leads, contact history and sales steps. During implementation, start with a specific customer journey, including the exceptions that currently fall between teams.
Make data access part of the implementation
A shared CRM needs appropriate access. A branch employee, team leader and administrator need different information. Map which records belong to each branch, what may be shared and who can make changes. Configure roles and permissions around those decisions and check the result with accounts from the relevant teams. Include records that have not yet been assigned an owner or branch.
Agree which system owns each piece of information
A customer may appear in the CRM, ERP and financial administration. For each field, decide which system is the source, what must be exchanged and who resolves errors. Alpha can connect sales with quotations, orders, projects and customer portals. Before connecting existing systems, we assess the available integration, data structure and configuration required for that handover.
Start with a clearly scoped pilot
Choose a team and a familiar journey. Follow an enquiry from first contact through the handover after acceptance. Check the lead status, what colleagues can see, the quotation data and the information passed to another system. Use those findings to refine configuration and working instructions before more teams join.
In practice
Questions to answer before implementation
| Topic | Specific agreement |
|---|---|
| Handovers | Who takes over an enquiry, and when is the handover complete? |
| Access | Which colleagues may view, change or share a record? |
| Data | Which system owns customer information, prices and order status? |
| Reporting | Which statuses and definitions do teams use for the same outcome? |
Built around real customer contact.
Partnership
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Can Alpha connect with our existing ERP?
We assess this for each system and data flow. Bring the ERP name and an example of the handover you need. We explain which existing integration or additional implementation is required, including how errors are handled.
Can several branches use the same CRM?
Branches and access permissions are part of Alpha configuration. Together we define which records belong to a branch and what should be shared, then check this with accounts and records from your process.
Do all departments have to switch at once?
A pilot with one team or customer journey can help assess the configuration. Agree how information moves between Alpha and your existing workflow during the transition.
Start with your customer process
Show us how you work today.
Bring a real enquiry. Together we explore how Alpha fits your leads, follow-up and handovers.