You closed a deal three weeks ago. Today the client emails the salesperson asking why the scope feels different from the proposal. The salesperson opens HubSpot, sees "Closed Won," and has no idea what's happened since. They Slack the PM. The PM is in a meeting. By the time the answer arrives, the client has escalated.
- All
- professional services operations
- project management
- B2B operations
- CRM implementation
- HubSpot
- professional services
- gestión de proyectos
- HubSpot for services firms
- servicios profesionales
- ERP implementation
- change management
- operations management
- project profitability
- revenue operations
- CRM para servicios profesionales
- bus factor
- operaciones
- operations strategy
- sales operations
- sales operations alignment
- scope management
- B2B services
- B2B technology
- BI dashboard limitations
- CRM for project-based businesses
- deal handover
- digital transformation
- handover comercial
- margin management
- operations leadership
- process institutionalization
- project margin
- project margin visibility
- real-time financials
- sales handover
- traspaso ventas operaciones
A deal closes on Friday. By Tuesday, the project manager is rebuilding the scope from scratch...