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Praestria
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P6

Persona — Sales administration

Camille Sales Admin / Back-office

Execution guardian · 4 managers · activation + billing + DSO

Chain links operated

A3A4A5A6

Owner of A4 activation

Before

Before — Pain points

  • DSO requests managed via emails and Excel sheets
  • Risk of unprocessed rejects → SLA exceeded, energy vacuum
  • Amendments handled outside workflow → loss of traceability
  • No consolidated view per client of administrative status
  • Disorganized onboarding, variable depending on the rep

With the CRM

With the CRM — Gains

  • Industrialized activation + DSO request workflow F22, F18, F19
  • Real-time PRM tracking (status, rejection alerts within 24h)
  • F13 amendments tracked end-to-end · F15 deadline alerts
  • F45 client portal (H2) → 30-40% support relief
  • Automatic notifications to co-managers F66 (property management, landlords)

Measurable added value

Measurable added value

> 95%

activation T0 rate

< 45 d

signed → first invoice

−40%

support load after portal