CRM Optimization Assessment 

If you answer "Yes" to any statement below...we can help:

  • You have a CRM system, but have not implemented it.

  • You have a CRM system, have implemented it, but  are not using it to its fullest potential.

  • You do not have a CRM system, but want to explore how it can help grow your sales.

  • You want to grow your sales, need to grow your sales, and know the "same old way" is not working anymore.

    Sales is the lifeblood of every business, but sometimes the sales process is taken for granted, with focus only on existing revenue sources, and not on what it takes to generate new revenue, or how much is lost due to a lack of consistency and quality in the sales process. 

    Our CRM Assessment takes a strategic look at your company's sales process and how it is being leveraged in your CRM System. This includes key business processes, sales funnels, reporting, forecasting, marketing, system functionality, etc. We align People, Process, and Technology to ensure sales success. We will review the 5 core areas and how it is leveraged in your CRM system:


    What will you get from this assessment? 

    1. We meet with the core principles/management team responsible for the business growth and sales execution of the company to understand the core areas of the sales process, future direction, business metrics, etc.

    2. Review the core sales process from Market Development through Lead Generation (including Online, Sales Channels, Marketing, Trade Show Execution, etc.), Lead Execution, Sales Execution and Customer Retention Strategy and how it is being leveraged today in your CRM system. Some of the areas we focus on, but are not limited to include…

      • Lead Generation

      • Sales Process

      • Marketing

      • Customer Experience

      • Sales Success Measures

      • Estimate/Quoting

      • Technical Feasibility (is the technology right for your company)

      • Channel or distributor assessment

      • Performance Management (Sales Management)

      • Reporting/Business Intelligence

    3. Compile analysis discoveries and detail recommendations to achieve goals established by core principles.

    4. Meet with core principles to review discoveries and outline a project plan to maximize your use of the CRM system and help drive a high performing sales organization.

    This assessment is generally between one and two days depending on the size and scope of the sales process.  This assessment is not intended to be a “Deep Dive”, rather a review of the overall sales process with recommendations that will help build a three, six, twelve, and twenty four month improvement plan.