Huidige Situatie Proceskaart
Verken het huidige proces over fases en zwembanen
Bewustwording
Lead
Kwalificatie
Overweging / Offerte
Afsluiting
Onboarding / Retentie
👤Klant
Customer visits website
Uses configurator
ConfiguratorSubmits lead form
WebsiteCustomer accepts
Wait for delivery
Handover to customer
💼Sales / Commercieel
Sales reviews lead
HubSpotManual lead enrichment
Qualification call
Update CRM notes
HubSpotCheck fleet requirements
Send offer via email
Follow up on offer
HubSpot⚙️Operations / Backoffice
Create offer in Atlas
AtlasManual pricing check
AtlasContract creation
AtlasCompliance check
Order placement
Delivery coordination
Onboarding info (ad hoc)
🖥️Systemen / Tools
Lead enters HubSpot
HubSpot⚠️Pijnpunten
Manual retyping
Inconsistent follow-up
Fragmented history
No STP
Individual-dependent offers
Disconnected systems
Back-and-forth
Post-order silence
Poor waiting visibility
Repeated questions
handmatig
geautomatiseerd
menselijke review
extern
klantgericht
intern