Our team of operations experts are skilled in supporting sales through acquiring, tracking, and organizing data. Everything from data procurement to building and customizing your CRM, we have the experience in understanding how to organize and display data to help your team and processes run most effectively and efficiently.
Whether you want us to work in your existing system, build a new CRM platform, or keep your data up to date, we take the guesswork out of the process.
Our versatile background allows us to stay on top of the latest trends and keep your information as up to date as possible.
We have strong experience in popular CRM systems like Hubspot, Quickbase, and Salesforce. In addition, we are a Zoho partner and believe in their product as an excellent tool to manage all aspects of your business development strategy.
Customized Reporting and Analytics
Proper reporting is critical to your company’s success - and there are few areas in the process that need a more analytical eye than your business development strategy. We can pull reports on any and all data that you require and help you identify the areas of improvement.
Management will appreciate the birds-eye view of progress - we can dial in as much as necessary, or broaden the scope to ensure you are getting all the information you need to make smart business decisions.
Lead List Acquisition - Give us the parameters and we will hunt down the more qualified leads available
Co-Pilot Programs - Choose one of our co-pilot programs and have one of our team members manage the flow of information within your CRM.
Pipeline Checkdowns - a set time to review all deals in the pipeline and keep them up to date
Training/SOP Creation - the key to success starts from the beginning, we build custom operation procedures unique to your industry, team synergy and CRM system
Custom Workflow Process – We map out the workflow so people know their responsibilities and roles and how the sales efforts work.