Workflow planning
Map the steps, handoffs, and repetitive work in your current process.
03 / WORKFLOWS & CRM CONNECTIONS
Keep every
opportunity moving.
Connect the forms, customer records, and follow-up tasks that keep your business moving—without making your team move the same information twice.
FROM A NEW INQUIRY TO A CLEAR NEXT STEPPHILADELPHIA / SERVING US BUSINESSES
THE OPPORTUNITY
Interest arrives. The process gets in the way.
An inquiry in one inbox, a note in a spreadsheet, and a follow-up nobody owns. A connected workflow helps your team see what arrived, who is responsible, and what needs to happen next.
01 / YOUR CUSTOMER’S JOURNEYFROM INTEREST TO ACTION
A clearer path
to the next customer.
- 01
Capture
An inquiry arrives through a connected form or channel.
- 02
Organize
Details enter the appropriate customer record.
- 03
Assign
The right person receives a notification or task.
- 04
Follow up
Your team responds and records the conversation.
- 05
Progress
A quote or appointment becomes the next action.
- 06
Review
The outcome is recorded so the team can see what happened.
ILLUSTRATIVE SCENARIO / NOT A CLIENT RESULT
A form submission becomes an assigned opportunity.
Imagine a service request arriving while your team is on a job. A configured workflow adds the details to your CRM, assigns an owner, and creates a follow-up task. The owner records the conversation and moves the inquiry toward a quote, keeping the next action visible.
02 / WHAT WE CAN BUILDSCOPED AROUND YOUR BUSINESS
The details behind
the experience.
Form-to-CRM connections
Route agreed inquiry data into compatible customer systems.
Lead routing & tasks
Set ownership, notifications, and follow-up actions around your team.
Inquiry stages
Create a clearer way to track new, active, and resolved opportunities.
PUBLISHED RESEARCH
More room for customer conversations.
Salesforce’s seventh State of Sales report found that sales representatives spent 60% of their average workweek on work classified as non-selling.
60%
Of the average workweek spent on non-selling work
Source: Salesforce, State of Sales, seventh edition (2026). Vendor-published survey of 4,050 sales professionals in 22 countries, conducted August–September 2025. This is time allocation—not 60% potential savings. Non-selling work can be necessary.
03 / HOW MAVEN DELIVERSYOUR PROJECT, STEP BY STEP
From a good conversation
to a considered launch.
Scope
Map your current tools, permissions, data, and the process you want to improve.
Build
Configure supported connections and agree how errors and exceptions are handled.
Launch
Test the workflow with sample inquiries and explain how your team will use it.
Can you use the CRM I already have?
We first review the product, plan, access permissions, and available integrations. Supported connections and any additional costs are confirmed in the scope.
Do I need a CRM before we start?
No. We can discuss your current process and whether a CRM would be useful. A simpler workflow may be appropriate for a smaller team.
Can follow-up happen automatically?
Certain tasks, notifications, or permitted messages can be automated. We decide which actions should remain with a person and how permissions and opt-outs are handled.
What happens if a connection fails?
We agree on the handling of errors, alerts, and manual recovery as part of the implementation. External services and account changes can affect integrations.
Will this replace my team?
The focus is on reducing repetitive handling and clarifying next steps. Your team still owns customer relationships, decisions, and the work that needs human judgment.
LET’S START WITH YOUR BUSINESS
Your next step.
A conversation.
Tell us what you want to improve.
We’ll help define a practical starting point.