SERVICES

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CRM IMPLEMENTATION

Successfully implementing your CRM will set your company up for long-term success and protect your investment. You're able to analyze the interactions your team is making with customers, efficiently track leads and forecast using your sales pipeline as well as streamline sales and marketing processes. Our team has extensive experience working with Salesforce, HubSpot, Zoho, and others. We will ensure you choose the right system, it's fully customized to fit your needs and your team is prepared to use the system successfully.

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MANAGED SERVICES

Our CRM managed services will work behind the scenes at maintaining, as well as anticipating the need for, a range of processes and functions in order to improve your operations and reduce costs. Ensuring your system is set up for success is step one but we can also ensure your system is maintained for long-term success. Adding new users, updating field data types, and creating new workflows will pull you out of your daily priorities. We make these types of adjustments while you stay focused on your goals.

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SALES ENABLEMENT

Sales Enablement is the act of implementing strategies, tools, and processes that continually increase the productivity and effectiveness of any sales team. By using calculated and ongoing processes we will supply your team with the content, technology, and training they need to effectively engage buyers. We optimize your technology resources such as CRM's and other sales and marketing platforms to grow your sales and align the efforts of your teams.

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CRM OPTIMIZATION

A CRM can become cumbersome, these systems come standard and it's up to you to ensure its customized to your unique workflows and processes. CRMs can give invaluable insights into your customers as well as your sales team. A CRM is a key tool that can not only keep your team motivated but increases sales 41% per sales rep. We will do an audit of your current system and provide a detailed report on findings and suggestions you can implement to get more value from your CRM as well as better equip your team for success.

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ZOHO CONSULTING

There are over 600 different CRM systems on the market today. The options can be overwhelming but we’re here to help. Our team has over 5 years of experience working closely with Zoho products from both the perspective of sales reps as well as senior-level sales executive roles. We have successfully implemented and optimized Zoho systems with consumer products, information technology, cyber-security, public relations, and non-profit companies.

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SALES COACHING

Sales coaching is an ongoing relationship, guiding sellers to discover how to better achieve their objectives. We mentor your new and existing team and design training courses tailored to you and your company. We will help your team to develop the habits needed to reach their goals. Also offering personal sales coaching, Sara will personally work with you, one-one-one, to help women exceed in sales by creating a safe space where you can build the foundation for a successful career.