CRM software & sales workflows
Customer relationship management (CRM) software helps a business follow an enquiry through to a sale and ongoing service. Wyxos develops and improves CRM workflows for businesses in Mauritius and internationally, including connections to websites, quoting tools, and customer portals.
Where work gets stuck
Enquiries arrive through different channels, contact details are duplicated, and follow-ups depend on individual inboxes. A list of contacts gives little visibility into what is progressing or waiting for a reply.
A system for the next step
We define the stages your sales process actually uses, then connect contacts, organisations, opportunities, activities, and responsibilities. Work can include enquiry capture, assignment rules, reminders, quote status, and handover to delivery. Existing CRM products can be configured and integrated, or a dedicated application can support requirements they do not cover.
A clear deliverable
- Defined pipeline stages, record ownership, and next-action rules.
- Contact and opportunity views with appropriate access and activity history.
- A checked import of existing contacts and agreed connections to other tools.
- Reports on pipeline progress, testing of key journeys, and user handover.
A shared sales workflow where people can see the latest contact history, the next action, and who is responsible.
Is this the right approach?
A configured CRM product can suit an established sales process. Development is useful when quoting, account structures, or service handover need deeper connections to your own business records. Agree essential fields before importing every spreadsheet column.
Make the pipeline useful to the people updating it
Each stage should describe a real change, such as a qualified enquiry or a quote awaiting a decision. Agree which information is required at that point and keep routine updates short enough to complete during daily work.
Sales reporting depends on consistent stage definitions and dates. Distinguish open opportunities, confirmed sales, and lost enquiries, and agree how reopened or inactive records appear in reports.
What to include in your request
- Where do enquiries arrive, and who should receive them?
- What stages take an opportunity from first contact to a decision?
- Which contacts and activities need importing, and how should duplicates be resolved?
- What should happen after a sale, and which system owns that next step?