Sales Rollout
Roll out CRM to your sales team so every lead is captured, tracked, and followed up.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Department lead + admin |
| Estimated time | Half a day to roll out |
| Prerequisites | Core setup complete; The department's users invited |
| Portal areas used | CRM |
| AI used | Sales Agent drafts outreach and proposals; you review and send |
#Purpose
Introduce the Sales area to your team in a way that earns quick wins and sticks.
#Business outcome
Your sales team runs the pipeline in DevSphere OS, with clean data and reliable follow-up.
#How to do it
1
Import or add leads
Get your current pipeline into CRM.
2
Set the stages
Agree what each pipeline stage means.
3
Run one week
Have the team work every lead in the platform for a week.
4
Add AI follow-up
Introduce AI-drafted follow-ups with review.
#Recommended reading order
#Success checklist
You're on track when
- Pipeline is in CRM
- Every lead has an owner and next action
- AI-drafted follow-ups are reviewed before sending
#Common mistakes
- Leaving leads outside the system
- No agreed stage definitions
#Best practices
- Start with a clean pipeline
- Make 'every lead has a next action' the rule
#Related documentation
Sales Playbooks
Operating detail.
Sales Workflows
Underlying flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
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