Difference between revisions of "Waste Management Solution - CRM Pipeline - From Prospect to Customer"

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Revision as of 16:30, 23 March 2023

Overview

The BXP Waste Management Solution automatically graduates prospective clients into customers when a sale is agreed upon with them. This article will cover this process from start to finish with a single example to demonstrate how a client enters the system as a prospect, receives a quote and is moved into the customer pool after accepting.


This process referred to as the CRM Pipeline in this documentation and is divided into three stages: