1. Plan & Document
We will sit down with you to take a deep dive into how you sell. Here are some of the questions we will work through together:
- What is your target market?
- What is a good fit, what is a bad fit?
- Where does business come from in your world?
- What numbers are important to you?
- Where do things get lost in translation?
We will customize a CRM solution with the information we learn from you. Some of these steps include:
- Create a standardized document that will keep the entire sales team on the same page about expected use
- Sit down with your team to make sure everyone is confident in how to use the new system
- Ensure that the tool captures the information you need to make data-driven decisions that will make selling more repeatable
2. Build & Tweak
3. Grow & Scale
Now that we have a repeatable process in place, we can:
- Understand what it takes to hit sales targets
- Know when to hire new sales people
- Ramp up new salespeople quicker
- Manage sales people on metrics other than just quota
- Confidently add marketing
- Look at sales training to increase close percentages