IAG CRM
IAG CRM – Customers, Quotes, Sales and Contracts
Every customer relationship documented from first contact to contract
- Dashboard
- Customers
- Opportunities
- Quotes
- Contracts
| Customer | Opportunity | Stage | Owner |
|---|---|---|---|
| Company A | Equipment supply | Quote sent | Rep 1 |
| Company B | Maintenance contract | Negotiation | Rep 2 |
| Institution C | Software project | First meeting | Rep 1 |
| Company D | Contract renewal | Awaiting signature | Rep 3 |
Purpose
IAG CRM aims to bring the full history of each customer relationship into one place: contacts, meetings and calls, sales opportunities and their stages, quotes sent, and signed contracts with renewal dates. Sales teams and management can see what is happening with each customer without depending on one person's inbox or memory.
- Service and supply companiesPreparing frequent quotes and tracking several opportunities at once.
- Business development teamsWorking with partners and investors and needing an organized follow-up record.
- Companies with recurring contractsNeeding reminders for renewal and expiry dates.
Typical workflow: From enquiry to signed contract
- Sales representativeRecord the enquiry
A new enquiry is recorded with contact details and source, and a customer profile is created.
- Sales representativeClarify needs
Calls and meetings would be logged in the activity history, with tasks and reminders for next steps.
- Sales representativePrepare a quote
A quote is created from a template and moved to the matching sales stage.
- Sales managerApprove the quote
Where discounts or special terms apply, the sales manager approves the quote before it is sent.
- Contract officerDraft the contract
After acceptance, the contract is drafted and entered in the contract register.
- Senior managementSign
The contract would be passed to IAG Sign for approval and signature; the signed version is stored with the customer profile.
Possible application for illustration only. Steps and screens are design drafts; the actual workflow is defined per project.
Planned functions
- Customer profile Planned
- Company data, contacts, notes and attachments.
- Activity log Planned
- Calls, meetings and messages documented per customer.
- Sales stages Planned
- Configurable stages with an estimated value per opportunity.
- Quote templates Planned
- Bilingual templates with editable line items, prices and terms.
- Contract register Planned
- Contract dates and status with alerts before expiry.
- Tasks and reminders Planned
- Follow-ups assigned to team members with due dates.
- Sales reports Planned
- Opportunity reports by stage, owner and period.
- Link to IAG Sign Planned
- Possible routing of quotes and contracts to the approval and signing flow within the project scope.
Planned roles and permissions
| Sales representative | Sales manager | Contract officer | Senior management | |
|---|---|---|---|---|
| Create and edit customer profiles | Own | Department | — | — |
| View customer profiles | Own | Department | Yes | Yes |
| Create quotes | Yes | Yes | — | — |
| Approve quotes with special terms | — | Approve | — | Approve |
| Manage the contract register | — | — | Yes | — |
| View sales reports | Own | Department | — | Yes |
| Export customer data | — | — | — | Yes |
- Sales representativeManages own customers and opportunities and prepares quotes.
- Sales managerMonitors the pipeline, approves quotes and assigns accounts.
- Contract officerArchives contracts and tracks renewals and expiries.
- Senior managementReviews consolidated reports.
Operating models
IAG CRM can be operated in one of three models: managed cloud, a private cloud dedicated to the organization, or on-premises installation in the organization's own data center. The choice is made per project based on data protection requirements, available infrastructure, connectivity and internal policies, and is documented in the implementation plan.
The operating model (managed cloud, dedicated private environment or on-premises installation) is decided per project.
Introduction and training
Define the sales stages and customer fields the team actually needs
Migrate existing customer lists after removing duplicates
Set up quote and contract templates
Train the sales team on daily use
Review reports after the first weeks and adjust settings
Maintenance and support
- Technical support via a ticket system
- Template and stage adjustments within the agreed scope
- Updates and maintenance according to an agreed plan
Data takeover
Customer and contact lists from Excel, business-card collections, email folders or older systems would be consolidated with the organization, cleaned of duplicates and mapped to the new fields. Open quotes and existing contracts could be entered in the register. The import would be tested on a sample and taken over only after approval.
Training
- Training for sales representatives on customer profiles, activities and quotes
- Training for sales managers on pipeline overview, approvals and reports
- Training for contract officers on the contract register and the link to IAG Sign
- Administrator training on fields, sales stages and permissions
Frequently asked questions
Can contacts be imported from Excel?
Usually yes, after reviewing columns and removing duplicates as part of the migration plan.
Are quotes available in Arabic and English?
The concept includes bilingual templates prepared to the organization's branding.
Does the system send bulk marketing emails?
That is not the focus of the current concept; it centers on relationships, opportunities and contracts. Connections to other tools are discussed in the project.
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