I analyzed OT Consulting's B2B commercial process, mapping its nine-stage sales cycle through an AS-IS and TO-BE assessment. This analysis revealed gaps in prospect tracking and pipeline visibility caused by reliance on spreadsheet-based management. Based on these findings, I defined the requirements for a CRM that would transition the firm from Google Sheets to a Node.js and Firebase platform, enabling automated sales forecasting, real-time dashboards, and consultative sales workflows. The proposal aimed to improve commercial follow-up, strengthen decision-making, and support scalable growth.

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