Prospects & companies
Keep companies, contacts and qualification details together.
WORLD ILLUSTRATION · YOUBI CONCEPTTHE NEED BEFORE THE TOOL
No opportunity should depend on memory.
Centralising prospects is only the start: each enquiry needs an owner, a next action and accessible history.
We start with your content and operations to define a useful response. Designs are validated with you in stages before delivering the agreed scope.
TANGIBLE POSSIBILITIESWhat we can
What we can
create together.
Possibilities selected and specified during scoping.
Sales pipeline
Define stages with owners and next actions.
Follow-ups & tasks
Find opportunities with no next step or approaching deadlines.
Communication history
Connect notes, documents and decisions with the right contact.
EXPLICIT DELIVERABLESKnow what
Know what
you will receive.
The proposal specifies formats, scope, approval stages and revision terms.
- ✓Contact records
- ✓Configured sales stages
- ✓Priority action view
- ✓Initial import from available data
Understand
Your business, audiences, content and constraints.
Design
A visual direction and journeys to validate together.
Create
Tangible versions to try, correct and refine.
Deliver
Agreed files, access and support.
The right questions.
Can we keep our sales stages?
Yes. Pipelines, statuses and required information reflect your sales process.
How is the budget defined?
Volume, available content, features and delivery constraints determine the tailored proposal. We define essentials and options together.