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P1
Persona — Acquisition & loyalty
Pierre — Sales Rep
Hunter and farmer · 30-50 accounts · mobile-first
Chain links operated
A1A2A3A5A6B4
Owner of A2 and A6
Before
Before — Pain points
- 5 tools in parallel: Excel pipeline, Outlook, OneNote, DMS, intranet
- 90-min meeting prep: rebuilding the 360° view by hand
- Tender memory written from scratch every time (~20 person-days)
- No renewal alert → tender from one day to the next
- Churn detection impossible before the termination letter
With the CRM
With the CRM — Gains
- Single source Twenty + mobile: everything connected
- 360° fiche in 1 click · F51 AI summarizes consumption, contracts, non-conformities
- F4 library + F51 assistant → memory in 12 person-days (−40%)
- Automatic T-12 / T-6 / T-3 alerts (alerts-daily.py)
- F50 churn detection (H2) → 5 pts saved on the portfolio
Measurable added value
Measurable added value
+30%
useful client time
+5 pts
renewal rate
+1
meeting / week / rep