Sales & CRM
Lifecycle & conversion
Who owns each account, and what has to be true before it moves on.
UC-004 · US-007 · US-008
Potential
47
owned by sales engineers
Trial
21
owned by the Sales Head
Regular
14
owned by operations
Potential → Trial
34 d
average
Trial → Regular
61 d
average
Trial accounts awaiting a decision
2 ready to convert| Customer | Trial jobs | Delivered | Days in trial | Ready? | |
|---|---|---|---|---|---|
| Femmevita | 3 | 2 | 58 | Yes | |
| Sri Balaji Hospital | 1 | 1 | 22 | Yes | |
| Cine Projection Co | 2 | 0 | 41 | No delivered job | |
| Deccan Radiology | 11 | 9 | 96 | Past the ceiling |
Eleven jobs is past the trial ceiling of ten — the account has outgrown "evaluation" and needs a decision (AC-007-004). Conversion is the Sales Head's judgement and needs at least one delivered job; on conversion the sales engineer leaves the loop.