In developmentPrivate internal product · Sales operations
Custom Sales CRM
A workflow-specific CRM being built around ANS RPO’s sales process.
Problem
The existing generic CRM, Pipeline Dreams, does not map closely enough to ANS RPO’s actual sales workflow, creating a need for a more tailored internal system.
My role
I am analyzing the sales workflow and building a custom CRM intended to replace the existing external system.
Approach
- Map the company’s existing sales process and operational requirements.
- Design the CRM around the workflow the sales team actually follows.
- Reduce dependence on a generic external pipeline structure.
- Build the system iteratively while validating it against internal needs.
Current state
The CRM is actively in development. It must not be presented as launched, deployed, adopted, or complete.
Next step
Complete the working sales workflow, validate it with internal users, and prepare the system for a controlled replacement of the existing CRM.
Confidentiality
Internal sales data, pipeline records, and product screens are not publicly displayed.