03 — CRM & Lead Follow-up
CRM automation that keeps enquiries moving.
Connect new enquiries to a CRM record, an accountable person and the next sales action. Cenqora designs lead follow-up workflows for qualification, booking and handover, with clear exception handling and agreed measures.
A saved enquiry, a qualified lead and a booked conversation are different outcomes. Define each stage with your sales team, then connect the information and actions needed to move between them.
Where CRM automation helps.
Sales teams losing track of new enquiries
Teams with unclear response ownership
Businesses working from incomplete lead records
See the system in context.
Revenue operations — pipeline view
A sales pipeline connecting qualified enquiries, proposals and forecasts.
Deliverables
What we deliver.
Qualification criteria
Define the information sales needs to assess an enquiry.
Enquiry intake review
Check where enquiries arrive and which information is missing.
Sales handoff
Pass a ready lead with an owner, context and next action.
Lead capture, follow-up and scheduling
Connect relevant questions, follow-up and booking steps.
Measurement and attribution
Measure response time, completed follow-up and sales-stage progression.
How we work.
01
Discover
Current enquiry sources, response times and sales handoff.
02
Define
Priorities, measures and the changes we will make first.
03
Build
Intake, follow-up, booking and CRM handoff, tested end to end.
04
Evolve
Review what the data shows and refine deliberately.
Project essentials.
- The workflow is designed with your sales team and its qualification criteria.
- Campaign management and advertising spend are scoped and paid separately.
- Measurement depends on available access and consent.
CRM automation questions, answered.
Can you guarantee a number of leads?
No. We improve capture, qualification and follow-up; lead volume, conversion and revenue also depend on factors beyond the system.
Do you manage advertising spend?
Campaign implementation and management can be scoped by platform and campaign count. Media spend is separate; activation requires agreed scope, account access and approval.
How do you decide what to change first?
We review enquiry sources, response times and stage progression, then prioritise a defined change with a relevant measure.
Tell us what you want to improve.
Show where enquiries arrive and where follow-up loses ownership.
This service focuses on your sales process. For broader operational tasks, explore our automation service. Explore AI agents and workflow automation.
