Your CRM needs to be the core of your business. Marketing, Sales, Service, CPQ, etc. All stored, referenced and reported in ONE place. This forms a basis for practical, organized processes engineered to keep data intact, without extraneous effort, that works with all of your company's other systems.
Do you have a bunch of data in spreadsheets? Are you using an old disjointed CRM? Do you even have usable data? We help you organize what you have, migrate what is good, and get you ready to rock.
ICP, DMUs, and Personas... oh my.
Do you understand clearly (i.e. documented) who your Ideal Client is? Are there other groups who you want to target? And, who is in the Decision Making Unit you need to talk to. In that DMU, what are the traits of each member that make them unique? We can help you think this through, and define how we set you up to gather this information cleanly, and track interactions intelligently.
Integration
Define
What systems does your company use? How do they use them? We make sure we understand your existing processes, so we can make sure your CRM system works with them. After all, if you want something to work well, you have to make sure the people using it don't have to do extra to make it useful.
Adapt
Once we understand what your people are doing currently, we make sure your CRM is set up to work with them as closely as possible. Where we need to change processes, we can get buy-in from the users, and set up the necessary training to introduce new tools.
Revenue Operations
Building
Once everyone is referencing a single source of truth, the real fun can being. We work with you to build Workflows that break down the silos between your teams. Ensuring that everyone is working towards common goals.
Visibility
With everyone working together cohesively, we give you the insight you need to make decisions. Dashboards, reports, feedback, and more. Our experience with understanding what metrics are vanity, and which ones are true KPIs will give you maximum visibility into the health of your business.
How we start:
The Complementary KRROP Assessment
The Tee-Up
We start with 30-minutes of your time. The purpose is to establish where you want us to focus our Assessment.
We'll talk about objectives, departments, stakeholders, NDAs, etc. And, we'll explain exactly what you get from us once we complete our analysis.
Anything you learn is yours to keep, no fine print.
