Process

Marketing

Templated processes to guide Marketing activities and how the Marketing function supports and underpins the rest of the Sales function.

Analysis | Interviews | Document Review | Update Deal Flow Playbook

Communications

Templated processes to guide Customer Communications – Social Media, Blogs, Newsletters, Correspondence. Including guidance around messaging, language and format.

Analysis | Interviews | Document Review | Update Deal Flow Playbook

Sales Operations

Templated processed to guide how the operational aspects of the Sales process are to be managed. The main goal is to ensure the CRM works cohesively and that resources across the Sales team engaged to ensure each deal is seamlessly progressed from one stage to the next.

Analysis | Interviews | Document Review | Update Deal Flow Playbook

Inside Sales

Templated processed to guide how the operational aspects of the Sales process are to be managed. The main goal is understanding where the customer is in the buying and understanding the customer’s needs.

Analysis | Interviews | Document Review | Update Deal Flow Playbook

Account Management

Templated processes for managing existing accounts and driving new business within these accounts through upgrades, upselling & new products/services

Analysis | Interviews | Document Review | Update Deal Flow Playbook