OUR SERVICES
01
BUILD SALES OPERATIONS
Here’s what we’ll do to equip you with robust sales operations that are built for scaling:
Full audit of your processes, software, existing policies and guidelines.
In-depth interviews with sales team members across different departments to assess synergy among departments.
Research on existing sales strategies, including exploring current state of sales, client profiles, your salespeople’s processes for customer engagement along with the tools and materials they use.
Identify problematic areas and craft solutions.
Develop or revamp your CRM and sales processes.
Put KPIs into place or monitor existing metrics to ensure that goals are met.
Steer sales and train team members to collaborate for efficient work.
Product Management
Marketing
Legal
Management
Post Sales
Pre Sales
Support /
Customer
Success
SALES
Link with...
Finance
02
IMPLEMENT THE
RIGHT CRM
Here’s what we’ll do to help your company implement a CRM to boost operations, increase sales and decrease costs:
In-depth research on the ins and outs of your company to understand how every department works, what your processes are and how you currently track data and sales.
Profound analysis of your business and company needs.
Build your CRM* including characterizing fields and properties, entering and updatin data, performing periodic quality checks.
Train your sales and operations departments to use the CRM effectively and create guidelines for new team members
03
REVAMP YOUR CRM & GROW FASTER
Here’s what we’ll do to transform your CRM into one that works for you - and not the other way around:
In-depth research on the ins and outs of your company to understand how every department works, what your processes are and how you currently track data and sales.
Profound analysis of your business and company needs.
Revamp your CRM, including upgrading customizations, automating functions, updating data and aligning it with your business goals.
Train your team to use the new CRM effectively.
04
DEVELOP A REAL BUSINESS INTELLIGENCE
Here’s what we’ll do to arm you with the business intelligence you need to make decisions that boost sales while reducing costs:
On-site or remote observation to learn about your company.
Weekly data analysis to stay on top of what’s happening every single week.
Ongoing dialogue with ScaleOps team members.
Identify the reports that you need.
Select the right software to do the job and make sure it’s integrated with your current CRM.
Create dashboards for robust business intelligence.
Train your team on how to create and analyze reports.
05
THE SCALEOPS PROFESSIONAL OUTSOURCE PACKAGE
Here’s what we’ll do to keep your business moving forward even when you’re understaffed:
On-site or remote observation to learn about your company.
Conduct an in-depth assessment of existing processes, software and systems.
Manage sales operations remotely and control the lead-to-cash process.
Put processes in place to ensure that your new team members can hit the ground running.
Train your new recruits and/or stay on board as your partner and advisor through on boarding.
