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A deal closes on Friday. By Tuesday, the project manager is rebuilding the scope from scratch because half of what was sold isn't in the SOW, and the other half was promised verbally to a buyer who's already on vacation. This is the sales-to-operations handover at most professional services firms, and it's where 8 to 20 points of project margin disappear...
- 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