CRM consulting and commercial follow-up in Tunisia
Enquiries arrive through several channels, reminders are difficult to track or your CRM is underused. Socials Analytica helps structure the commercial journey before selecting or adapting the tool.
We connect information to collect, journey stages and team responsibilities. The objective is usable follow-up, from initial contact to proposal and the opportunity’s outcome.
When can we help?
Scattered contacts
Your prospects are spread across emails, forms, WhatsApp and files. Define a shared record and follow-up method.
Limited CRM adoption
The tool exists, but stages, fields and responsibilities do not sufficiently reflect team practices.
Insufficient commercial visibility
Identify opportunities to advance, actions to plan and information missing for decisions.
What we examine with you
Journey and qualification
Define stages, qualification criteria and useful information: needs, contacts, context and next actions.
Data and responsibilities
Review duplicates and available fields. Define who enters, approves and accesses information.
CRM selection or adaptation
Compare needs with the functions and constraints of proposed solutions: cost, adoption, export, connections and support.
Reminders and indicators
Define reminders, responsibilities and monitoring indicators. Review incoming enquiries, proposals and known outcomes.
A structured assignment, from scope to follow-up
Review current follow-up
Understand channels, tools and stages used by those managing enquiries.
Document the commercial model
Prepare stages, fields, qualification rules and specifications. Test them in representative situations.
Support adoption
Depending on the assignment, prepare migration, guidance and initial follow-up reviews. Adjust practices with the team.
The firm defines processes and functional needs with you. The business remains responsible for commercial decisions and customer relationships. Licence purchasing, software integration and maintenance have a distinct scope agreed with the relevant contributor.
A practical framework for taking action
The proposal sets out the analysis, expected deliverables, responsibilities and work schedule.
- A map of the commercial journey.
- A prospect record model and qualification rules.
- CRM selection criteria or adaptation specifications.
- A data transfer and adoption plan within scope.
- An indicator and opportunity review framework.
The scope may address a specific need or several stages. We agree the necessary access and information with you.
Data, AI and automation: define useful applications
AI can assist summaries or response preparation; automation can simplify reminders and enquiry routing. Sensitive information, recipients and approvals are agreed with you. Customer relationships and commercial decisions remain with the people responsible.
The first seven years of Chawki Jebali’s career were devoted to finance and management. Leadership experience and projects with the group’s agencies inform an approach connecting technology choices with economic objectives, organisation and business development.
Connect this assignment with your other priorities
Connect this project with your processes, commercial follow-up and information supporting decisions. These areas of expertise can be combined according to your needs.
Which challenge would you like to address?
Describe your situation to our consultant, Chawki Jebali. A free initial conversation helps clarify your objective and a suitable scope.
In-depth diagnostics and consulting are paid services. Deliverables, timing and terms are defined in a proposal.