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Sales and CRM

Operations

A sales pipeline that tells you something

If a stage means something different to each salesperson, the pipeline total is a number with no meaning. Stages need entry criteria, and dates need to be real.

21 October 20263 min read

Operations

Discounts that do not quietly eat your margin

A discount decided per order is not a pricing policy, it is a series of exceptions. The difference shows up in the margin report, months later.

21 October 20263 min read

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