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SME Sales Flow Check

Maps friction and bottlenecks in the sales flow and provides a structured basis for deciding what to improve first.

Access-controlled diagnostic tool · Ready for limited customer use

SME Sales Flow Check – visualisation of sales flow, friction and a priority action

What the project is

An access-controlled diagnostic tool that surfaces friction and bottlenecks in the sales operation. It is particularly relevant for SMEs, but the underlying model can be adapted to other commercial environments.

The challenge

Many businesses have invisible friction in the sales operation: CRM is used inconsistently, lead follow-up is weak, or proposal processes are unstructured. Root causes are rarely identified systematically.

How the solution works

The respondent completes a structured assessment and can go deeper in weak areas. Scores and free text are analysed, and the customer receives a basis for prioritisation and follow-up. If AI is used in CRM, customer dialogue, meeting summaries, lead handling or other commercial follow-up, we also consider whether it is clear what data is being used, who is accountable and how AI-generated outputs are reviewed.

Relevance / potential value

The solution makes commercial friction visible and can give leadership a better basis for deciding which areas to improve first.

Status and use

An access-controlled diagnostic tool, ready for limited customer use. It is a diagnosis and prioritisation tool, not a CRM implementation or a finished sales strategy.

Possible further development

Further potential includes CRM integration, industry adaptation, stronger follow-up logic and reporting for different commercial teams.

What was built

  • Diagnostic app

    Structured mapping with a main assessment and a deeper dive.

  • AI-supported reporting

    Analysis of scores and free text, with a customer report and recommended actions.

  • Administrative follow-up

    An admin console that collects responses and supports prioritisation and further follow-up.

Developer: Marius Ottesen

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