The Problem
Managing relationships with customers and partners becomes more challenging as your growing company encounters more nuance in the sales process. Your growth hinges on your having a thoughtful way of capturing — and acting on — relevant information.
The Solution
We’ll show you how to use customer data to your advantage, in selling more efficiently and effectively.
The Process
 | Understand leadership team’s goals for investing in a CRM system. |
 | Audit current collection methods and existing body of data related to customer relationships and sales activities. |
 | Conduct interviews to understand existing maintenance processes, blind spots, general inefficiencies that can be resolved with more automation. |
 | Analyze critical business needs that can be improved with CRM integrations (e.g. back end accounting, ticketing systems, marketing automation). |
 | Map out required customizations within the data architecture (e.g. unique contact properties, referral sources, sales pipeline stages). |
This process includes periodic interim reviews with key stakeholders, to solicit feedback guiding the overall direction of the project.
The Results
Deliverables
- Detailed report with recommended CRM platform, suggested integrations and customizations, and related process enhancements.
- Report addendum covering third party data sources to consider for data enrichment in your new CRM
- Post launch: internal training materials covering best practices for leadership and sales team
Impact
- Higher sales team productivity
- Greater leadership visibility into sales activity
- Deeper customer relationships
- Improved data-driven decision making for the organization
Book a free revenue strategy assessment to discuss your challenges across five revenue functions:
sales, business development, customer success, marketing and revenue operations.