Establish aligned processes between sales and marketing for lead follow up and conversion, and define and document CRM policies and standards.
Resolve any database issues such as missing or wrong data, and configure fields and record screens as required. Set up contact health analysis dashboards for ongoing monitoring.
Outline priority goals and objectives for driving organizational growth. Make them SMART! Specific, Measurable, Actionable, Realistic, and Time-based.
Outline the ideal process for consistently reporting key performance metrics and ROI. Configure the CRM and dashboards to show key insights for data-driven decision making.
Determine your target audience psycho- and demographics and outline the buyers' journey. Identify the lead qualification criteria, set up a lead scoring process, and configure the CRM and reports as required.
Find the companies and appropriate contacts that meet your ideal profitable customer criteria. Create a list and input as much information about them as possible in the CRM.
Solidify value propositions, unique selling propositions, positioning statements, objection handling, scripts, and templates sellers can use to communicate with prospects.
Create sales training videos and guides for how to use the sales playbook and get the most out of the CRM, plus ongoing consulting, coaching, and support.
Sellers need interesting content and messaging to pique their prospects’ interest and keep them engaged throughout the sales cycle, along with a way to track response and conversion rates. Fill out the form to learn more about creating a systematized sales process that:
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