The sales/CRM solution
Our process for modernising your sales and CRM solution is split up into three stages.
- Specify, prepare and configure.
- Decide individuals to be test pilots.
- The test pilots must take two certifications pre the pilot.
- Integration of Outlook and decided sales enablement tools.
- Guidance of test pilots on bi-daily basis.
- Evaluation and startup of the 'Get going' stage.
Over another 30 days, we will:
- Define data and migrate data based on recommendation.
- Define process and pipeline.
- Decide users.
- See to that the users take two certifications.
- Integrate Outlook and decided sales enablement tools for new users.
- Name products and principles.
- Start daily data nurturing.
Sales acceleration (on request)
After the first two stages are complete, we can expand with:
- Integration ERP and CRM.
- Live chat.
- New sales content.
- Integration with LinkedIn Sales Navigator.
- Integration with website forms.
- Sales automation (Playbooks and Sequences).