Sales Operations Services

It’s not enough to have a great product. Companies need to understand where the business is going, and need to optimize how the sales function works to optimize revenue. Let salespeople focus on sales, and let us set up your tools, processes, and key performance indicators and see your business take off.

Whether you need assistance setting up or overhauling an existing system, or part time help to keep the initiatives flowing, we are here to help.

Sales Operations

Fractional Sales Operations bridges the gap in your Sales Operations efforts including basic system setup, process optimization, or interim Sales Ops lead.

What we’ll do:

  • Develop and implement sales and demand planning forecasts and pipeline processes

  • Establish KPI’s for sales, forecasting, and salesperson performance

  • Establish commission based compensation systems

Salesforce.com Support

Whether it be temporary contract work or part time support, our Salesforce.com professionals can elevate your CRM use.

What we’ll do:

  • Administer an existing Salesforce.com instance

  • Establish best practices for Salesforce.com usage as it pertains to your business

  • Develop and manage flows

  • Train users and increase user adoption

  • Generate analysis tools including reports and Salesforce.com Analytics dashboards

Tools and Training

Effective organizations never stop learning and never stop improving. Our team can help you set up the tools for success and train your team to win.

What we’ll do:

  • Evaluate gaps vs tools and suggest improvements

  • Provide training for systems, tools, processes, and Salesforce.com usage and best practices

  • Coordinate regional sales meetings, including agenda development, goals, and execution.

Customer Success Stories

  • A client was tracking salesperson KPIs in an Excel spreadsheet after pulling data from various sources within Salesforce.com. The manual operation was tedious and lagged in timely distribution. After understanding the requirements, we developed Salesforce flows to perform the same calculations, then established a dynamic Salesforce Analytics dashboard to show those KPIs in real time, and attached the metrics within each user's profile. The client was now able to see real time data in a central location to drive improvement initiatives across the global sales teams.

  • A client who outsourced Salesforce.com administration was having a hard time justifying the investment in that resource due to lack of visibility on the work being performed. We established a Salesforce.com support ticket system, in which users could log their difficulties or requests, which were then triaged and assigned to either the internal or external admin according to complexity. The resulting system was able to then compile the types of tickets, showing how they were distributed, and time to completion, all while providing a system for the requestor to understand the status of their request.

  • External leads were requesting literature that needed an internal approval stream before being sent out. The client also wanted those documents to be stamped with the approval information to restrict unauthorized distribution. We evaluated the possible tool for the job, implemented the Salesforce.com approval process in conjunction with an automated and robust document generation tool that triggered upon the needed approval.

Let’s Collaborate.