OUR SALES TEAM IS UNPRODUCTIVE AND RESISTANT TO CRM PROCESS
WE DON’T KNOW WHAT LEAD GENERATION ACTIVITIES ARE WORKING
WE CAN’T GENERATE AN ACCURATE FORECAST
THERE’S CONFUSION ON WHO IS RESPONSIBLE FOR WHAT IN THE LEAD GENERATION LIFECYCLE
The 9 (and ONLY 9) Metrics You Need on Your Daily Sales Dashboard
A clear, concise, and actionable Sales Overview Dashboard will help keep your sales effort focused and on track. See what 9 metrics are the only ones you need to review daily.
Typical Client Gains
SUBSTANTIAL INCREASE IN SALES TEAM EFFICIENCY & PRODUCTVITITY
KNOWLEDGE OF WHAT IS WORKING AND WHERE TO SPEND RESOURCES
ACCURATE & RELIABLE SALES FORECASTS
CLEARLY DEFINED PROCESSES WITH ACCOUNTABILITY AT EACH STAGE
You do not rise to the level of your goals.
You fall to the level of your systems.
Recreate the wheel? No, thanks. Overly complicate the system so there’s no adoption? Seen that.
Instead of starting from square one, turning your team upside down, and creating a convoluted and intricate process, we take it back to the basics: what does your team need to generate real opportunities and close deals?
DISCOVER + BENCHMARK
We review, understand and document your current revenue generation processes so we can use what is working and analyze what isn’t. We take baseline benchmarks to compare progress at each new interval.
DATA + PROCESS + ANALYTICS
This step is where we optimize the data and parts of the revenue generation process that is not working. The processes are separated into three areas: Territory Manaement, Lead Generation, and Pipeline Management. These optimized data constructs and processes and implemented and actionable, accountability fostering dashboards are created.
TRAIN + EXECUTE
The sales team is trained on the new processes and who they should be fulfilled in the CRM. Careful attention is paid throughout the process to make the processes as sales user friendly as possible to drive adoption. The sales team begins to execute on the new processes.
REVIEW + OPTIMIZE
As the sales team is executing the new proceses, we review and optimize and help your organization prioritize and understand how to do so moving forward.
Getting all four of these working together isn’t hard, but you have to know what they are and coach your team how to get there. Soon after, you will see positive results. Read more >
Does your pipeline have plenty of potential but not enought closed deals? Watch as Jeff breaks down the key elements of a successful sales pipeline. Watch now >
You’ve sat through painful demos before. The ones you wish were over shortly after they started. Could it be your team is guilty of the same? Read more >
Jeff has a great ability to diagnose the current state through engaging dialog, smart questioning, and data analysis. He inspires confidence, teaches technique, and challenges team members to be accountable for the expectations of their role.
VP Sales, Innovapptive
Jeff is a master sales coach and process guru. He has done and amazing job with the sales team, developing the sales strategy, and motivating the team to new heights. Jeff has helped us change course for the better and for that I am deeply appreciative.
President, Bridgeway Software
In short order Jeff has made an incredible impact on our sales organization and company as a whole. We have implemented a definitive sales process, a recruiting process and a world class sales playbook along with regular training.
Jeff helped me learn things about myself that I didn’t realize previously. His ability to bring out your strengths and challenge you to succeed is top notch. He is a great coach and mentor and takes sales team to the next level.
Enterprise SaaS Sales Executive
1254 S Church St Georgetown Texas 78626