Tech Stack Optimization

Build and optimize your technology systems to support your unique needs

Focus on your business not on software integrations

CRM implementation and optimization

Your CRM is the most important software system you need. Make sure it works for your unique needs.

Integrate your systems seamlessly

Most companies use 10+ different software tools to get their job done. Make sure they're working together the way you need.

Software enhances your processes

Build sales process, playbooks, and methodology into your tech stack to give your team the guidance they need, right where they work.

Technology is built to work for everyone. It's not built for your specific needs right out of the box. Some tools work better together than others. You don't need to be the expert in all these different systems, how they work, and if they play nicely together. We'll help set up these systems and customize your tech stack to make sure if works for your unique needs.

Deliverables

Recommended data structure, picklist values, record types, sales processes, and custom fields

Efficient automation to deploy, including validation rules and process builders per object

Recommendations on software solutions to fit your unique needs

Free Sales Team Assessment

You know your sales team can do better, but you're not sure where to start. This 20 question assessment is your path to clarity. Within 24 hours of completing the assessment, you'll receive a personalized video from us walking through our findings and recommendations.

Get Your FREE Assessment Now

Additional Consulting Services we provide

Outbound prospecting

We'll find and schedule qualified meetings on your calendar with your ideal prospects

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Close more opportunities

Build and execute your sales process with consistency and precision using a customized sales playbook.

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Create more inbound leads

Demand generation is more than "generating leads". Adopt a modern demand gen strategy to build a massive pipeline.

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Custom enablement programs

Hiring, onboarding, and sales training programs custom built to meet your team's objectives.

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Sales Skills Training & Development

Arm your sales people with the skills needed to execute your sales process and exceed their quota

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