Your role
Sales & customer relationship
Keep the commercial promise connected to actual execution capacity.
Your responsibilities
Connect every decision to an operational outcome.
A useful dashboard reveals priorities, exceptions and accountable decisions.
Meet the stated commitment
Turn incident handling into retention
Decision priorities
Focus on what moves value.
Share customer history
Bring “Share customer history” under control
For Keep the commercial promise connected to actual execution capacity., this priority must define the observed signal, business consequence, decision owner and evidence that closes the loop.
Decision dashboard
Four indicators, one coherent narrative.
A reading grid that connects indicators to accountable decisions.
Conversion
Indicator measured in the selected context
Service
Indicator measured in the selected context
Retention
Indicator measured in the selected context
Pipeline
Indicator measured in the selected context
Recommended paths
Choose a path, not a catalogue.
POCKET CRM
Frame POCKET CRM from this role’s decisions, indicators and responsibilities.
Launch NavigatorOrder management
Frame Order management from this role’s decisions, indicators and responsibilities.
Launch NavigatorOmnichannel experience
Frame Omnichannel experience from this role’s decisions, indicators and responsibilities.
Launch NavigatorProof framework
Measure before making claims.
No invented figures: the pilot defines baseline, target and evidence.
01 / 03
Baseline
Agree the starting point and data quality.
Explore further
Frequently asked questions
Frame before choosing.
Can the existing IS be retained?+
Yes, if system ownership, interfaces and data quality are confirmed during discovery.
Can deployment be phased?+
A representative flow can establish value and constraints before scaling.
Your next step
Start from your operational reality.
Navigator prepares a first diagnosis. An expert then validates scope, evidence and trajectory.