Work we usually map in sales
- Qualify new leads and book first calls
- Build quotes and check prices and discounts
- Follow up on open quotes
- Update the CRM after calls
- Hand signed deals to orders or delivery
- Prepare the weekly pipeline report
Where work usually waits
- A quote waits for a manager to approve a discount.
- A signed deal waits because orders does not have the details it needs.
- CRM notes are late, so the forecast is a guess.
Tasks AI can help with
- Draft follow-up emails from call notes
- Fill CRM fields from the call record
- Build a first quote from a standard price list
- Prepare the weekly pipeline summary
These are examples. Your own list comes from your team's answers. A person stays in charge of each task and makes the judgment calls.
Questions we ask your team
- What starts your day: new leads, open quotes or customer emails?
- What do you need from other teams before you can send a quote?
- Who gets the deal when it is signed, and how do they get it?
- Which task takes the most hours each week?
How the one-week map works
- Days 1 to 3: your team talks. Each person answers a few questions about their own work, on their phone or by typing. It takes about 20 minutes.
- Days 4 to 5: we map the work. Every task, who does it, how many hours it takes and where work waits. The people who do the work check it.
- Days 6 to 7: you pick what AI does. A ranked list of tasks AI can help with and the hours each one takes today. You choose. A person stays in charge of each one.
What you get on day 7
- One map of who does what in the department.
- A written card for each task: what starts it, the steps, who gets the result, how often it happens and how long it takes.
- The hand-offs where work waits.
- The tasks only one person knows.
- A ranked list of tasks AI can help with, each with a named owner.
Every number comes from your team's own answers. You keep the readout and the files.
Questions and answers
What is a sales process map?
A sales process map is a written list of the tasks between a new lead and a signed order. For each task it names the person who does it, what starts it, how often it happens, how long it takes and who gets the result.
How long does it take to map a sales team?
With DutyGraph, one department is mapped in a week or less. Each person spends about 20 minutes answering questions about their own work.
Which sales tasks can AI take on?
Good first tasks are repeated and rule-based: follow-up drafts, CRM updates from call notes, first-draft quotes and pipeline summaries. A person stays in charge of each one and makes the judgment calls.