What Do the Notes Tell You?
Issues resolve faster once the correct owner is identified instead of multiple teams responding.
What is clear ownership?
when a user toggles a Lead from this Status to this Status, they have completed the first step toward qualification.
What is New to Contacted?
Brittle paraffin blocks are usually caused by this issue.
What is overheating?
A customer mentioning "frequent rescheduling" is often signaling this issue.
What is equipment downtime?
To reduce customer confusion, backorder and substitution updates should be delivered this way.
What are system-driven alerts?
Notes show repeated outreach to a service customer because expectations for how long the repair would take were never clearly set up front.
What is expectation misalignment?
This green phone-shaped button is used to convert a Lead into an Opportunity.
What is the Qualify button?
Cryostat downtime most often impacts this clinical outcome.
What is same-day diagnosis?
When a lab says, "We just call hwne something breaks," this indicates a gap in what type of coverage.
What is preventative maintenance coverage?
Preventing case-to-each errors requires tighter controls during this step.
What is picker validation?
It takes multiple hand-offs between client care and sales before the order can leave the building because key details were missed at intake.
What is an incomplete submission?
This record stores the individual people you interact with.
What is a Contact?
Variability in section thickness usually points to this microtome equipment issue.
What is microtome alignment or wear?
Aging equipment plus no PM typically leads to this financial risk.
What are unexpected repair costs?
Reducing invoice aging requires a clear owner and visibility through this tool.
What is a tracking dashboard?
Customers express frustration not with the issue itself, but with the lack of updates.
What is a communication breakdown?
This field answers the question, "How much could we win?"
What is Estimated Revenue?
Emergency repairs usually cost more than this planned activity.
What is preventative maintenance?
Observing multiple OEM stickers in one lab may indicate an opportunity for this strategy.
Aligning contract pricing across CE, DFS, and reporting systems reduces this common field pain point.
What is field chasing?
Several unreleased cases point back to the same internal weakness.
What is a process gap?
These five CRM activity types prove customer engagement after opportunity creation.
What are Appointments, Conversations, Emails, Phone Calls, and Tasks?
Manual processes most often slow down these two processing steps.
What is labeling and coverslipping?
When workflow complaints don't match the equipment unit's capability, thie real issue is often this.
What is improper maintenance or user configuration?
Most repeat customer issues could be prevented by fixing this before the customer ever calls.
What is process clarity?