SALES OPERATIONS ASSESSMENT

GET OUT OF
YOUR OWN WAY.

The statement “work smarter, not harder” will forever carry meaning across populations, organizations and revolutionary periods in time. It does not matter how much innovation or disruption your external marketing is generating, if your operational technologies, workflow systems and employees cannot support the demand. By moving as one fluid organism, the seamless collaboration between marketing and sales can bring new life to your business operations.

HOW WE CAN HELP.

We can help you invest in the right tools to streamline your operational workflow and integrate across your marketing channels:

Create blueprint for operations framework that accounts for each touch point in a customer’s journey

Provide sales staff with the tools, platforms and data needed to trim unnecessary steps in work process

Invest in scalable technologies that will automate the intake and management of customer information

Capture insights at various sales interaction points to measure and improve the path-to-purchase

Integrate sales technologies with marketing platforms to create shareable data across functions

Host training workshops to enhance employee skillsets and provide industry best practices

NOT OUR FIRST RODEO.

THE HERDING OF
CROSS-FUNCTIONAL TEAMS.

As a multinational B2B telecommunications provider, the division of labor amongst multiple departments was detrimental to the customer experience. By empowering customer-facing employees with shared real-time information, they were able to break down the barriers between teams and reduce the overall time to service the customer. With an ecstatic management team, who has the transparency to measure and oversee each phase of the sales cycle, this organization now has the opportunity to capture a larger share of the highly-competitive US marketplace.

Audit Sales Framework

Assess both the customer and employee experience to identify operational deficiencies in the sales cycle

SalesForce Integration

Connect sales management tools with lead generation channels and marketing platforms

Call Center

Use call tracking analytics to record sales conversations and measure call outcome for conversion attribution

Real-Time Dashboard

Create a real-time dashboard to provide sales staff and management with meaningful insights

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