Role and capacity model
Diagnosis, solution design, pilot, implementation, team enablement and control of the next improvement cycle.
Sales, CRM & automation · LFS / 05
Sales department design
Define roles, capacity, funnel stages, working standards, incentives, management and team development.
LFS / 05 · SALES-DEPARTMENT
When it is useful
When it is useful
- results are unstable and depend on individual people
- data, channels and sales operate in isolation
- management lacks visibility of quality and economics
Operating thesis
Define roles, capacity, funnel stages, working standards, incentives, management and team development.
Research · architecture · pilot · enablement · controlWhat the team receives
What the team receives
Diagnosis, solution design, pilot, implementation, team enablement and control of the next improvement cycle.
Funnel-stage definitions
Diagnosis, solution design, pilot, implementation, team enablement and control of the next improvement cycle.
Sales playbook
Diagnosis, solution design, pilot, implementation, team enablement and control of the next improvement cycle.
Incentive logic
Diagnosis, solution design, pilot, implementation, team enablement and control of the next improvement cycle.
Management cadence
Diagnosis, solution design, pilot, implementation, team enablement and control of the next improvement cycle.
Project logic
From the initial challenge to an implemented system and the next improvement cycle.
Diagnosis
Decisions follow evidence, observations and agreed criteria.
Solution architecture
Decisions follow evidence, observations and agreed criteria.
Pilot
Decisions follow evidence, observations and agreed criteria.
Quality control
Decisions follow evidence, observations and agreed criteria.
Scale and transfer
Decisions follow evidence, observations and agreed criteria.
Management signals
Management signals
Metrics do not guarantee performance; they make quality, velocity and economics visible.
01Pipeline coverageDefinition and source are fixed before the pilot.
02Stage conversionDefinition and source are fixed before the pilot.
03Sales-cycle lengthDefinition and source are fixed before the pilot.
04Forecast accuracyDefinition and source are fixed before the pilot.
FAQ
Frequently asked questions
Can we start with a pilot?
Yes. A pilot is limited to one segment, market, channel or process stage and receives explicit continuation criteria upfront.
Can we keep the current team and tools?
Yes. Existing processes, data and capabilities are assessed first. Replacement is proposed only where limitations materially block the model.
How is the result defined?
Before launch, the baseline, event definitions, quality criteria, observation window and management review format are agreed.
Related capabilities
Related capabilities
CRM implementation & automation
Configure CRM around the real process: data, permissions, stages, tasks, integrations, reporting and adoption control.
Learn moreFunnel analytics & reporting
Define events, shared metric definitions, data quality controls and decision-ready reporting.
Learn moreGrowth strategy & operating model
Translate growth ambition into priorities, roles, initiatives, economics and a management decision rhythm.
Learn moreNext step
Describe the challenge—not a shopping list.
Use the short brief to share the market, current situation, constraints and desired outcome. It becomes the basis for an initial project architecture.