
Customer Relationship Management
We partner with a network of Consultants that have over 20 years experience in CRM, design, implementation, and adoption.
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We follow Change Management Principles that ensure proper alignment to your Sales Process, your KPI's, and your Company Objectives. Our Team of dedicated engineers and consultants will partner with you to ensure adoption rates that cannot be achieved through internal champions alone. We realize that it takes time and effort to form the habits that make a successful implementation and to gain the desired outcomes of implementing a CRM. Let our consultants work with your leadership teams and your front line talent to ensure Awareness, Knowledge, Desire, Ability, and Reinforcement.
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Our global network of consulting partners have expertise in Design, Build, Enable, Adopt, and Optimizing Sales Effectiveness.

Design
We partner with your executive team to understand your sales process, key performance indicators, your current CRM, and factors for increasing adoption rates. If you are in the process of deciding on a CRM, we can help design the platform that ensures usability, adoption, and the reporting you require to measure success.
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If you have a CRM in place that is not meeting your requirements today, often times we can design or introduce enhancements that help you get your desired outcomes.

Build
We start with understanding your strategy, your goals, and how you measure success (KPIs). Our network of engineers design the layout around elements that are specific to your business and to driving sales efficiently through steps of the sales process, they then build out the interface with elements that are specific to your strategy, your KPIs and your desired outcomes.
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We then come to you with a set of core implementation and best practice frameworks that have been proven to gain high adoption rates and repeatable outcomes

enable
The ability to leverage the CRM to ENABLE Sales is driven by ensuring a user friendly , easy to navigate, environment that follows the critical steps to uncovering, qualifying, and driving opportunities through the sales process.
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We have partnered with an expert in CRM Implementation and Adoption that has a full suite of Apps native to Salesforce®
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Used by thousands of high-performing sales professionals, these Apps enable Sales Process, Sales Methodology, and Performance Management.

adopt
Designing, Building, and Enabling the right elements to support your sales activity is only the beginning, none of this will produce the desired outcomes unless you can foster the right environment for gaining 100% adoption across all levels of the organization.
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This is Change Management
We follow change management principles refined over several years and thousands of engagements.
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Our approach focuses attention to frontline managers and includes a blend of live training, weekly team-based web coaching, 1 on 1 coaching sessions, and video e-learning.

optimize
Technology can have a tremendous positive affect on sales efficiency. In order to drive quality engagements, productive meetings, profitable opportunities that result in repeatable sales outcomes, there must be a foundation of well-honed sales skills.
Data drives decisions, coaching and development drives improvements, we are there with you and your leadership every step of the way.
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Leadership | Sales Skills | Account Planning |
Opportunity Management