Deal and Pipeline Management
Accelerate and Increase Sales
We specialize in understanding your sales process and building in your qualification, management, closing requirements and revenue goals into your system. Your team and activities are automated, scheduled, supported and documented easily within your technology. No guessing on where deals are, next steps, or what the next quarter looks like.
Automate your Reporting
Our custom dashboards and reports are easy to understand and based on your needs. Management reports can be viewed in your system, delivered via email or embedded in a custom portal.
Sales Training and Support
We provide sales and CRM training and support to ensure that your team can make the most of their technologies. Our training and support services include on-site training, virtual training, and support via web conference, phone and email.
Sales Process Design and Development
Do you need to refresh or add new strategies to grow your business? We help leaders understand which models or approaches yield the best outcomes.
Sales and CRM Onboarding
We provide onboarding services to ensure that your implementation or migration is completed on time, on budget, and to your satisfaction. Our onboarding services include planning, reporting and documentation of your new or updated system.