Review your current sales process and determine the best way to begin implementing a successful sales model in your organization. We will discover what parts of the process can be integrated native in your CRM or help you make the steps necessary to properly use CRM. Determine which software applications are necessary to integrate with the rest of the process. We will analyze your sales funnel from top to bottom and decide which CRMs will accomplish your goals. We will additionally analyze your business for marketing automation and sales acceleration program needs. Full discovery will begin in this phase.
We will begin development and configuration based on the vision discovered in the assessment phase. Front end simplicity is important for your funding opportunities, customer service, and other help staff members.
Another important aspect of the development phase is reporting, dashboards and forecasting creation. These dashboards will be instrumental in identifying every deal in your cycle from top of funnel MQL to Sales Opportunity and Close at the bottom. These reports, dashboards and forecasting tools are instrumental in determining where problem areas are in your sales organization and what areas need sales training attention and management.
We will present the configurations for your approval, once approved, we will schedule training for you and your staff members. We will work with your staff to encourage adoption. We will offer support at various levels depending on what we agree is necessary for your organization.
Businesses needing to transfer current info from their current CRMs or data management programs can rest assured we can handle those transfers of data.
If marketing automation, sales acceleration software, and/or any other application software is to be implemented as well as CRM than the assessment, development, training, implementation, and data management of each will take place once CRM configurations receive final approval.
We have partnerships with:
In addition to this financial service Business Acceleration Program we have lead generation programs available for direct lenders, ISOs, brokers, and funding advisors. Also take a look at Bootstrap 2.0 for broker programs aimed at teaching to leverage social media and basic SEO to increase applicants.
To learn more about our services and programs please give us a call (989) 448-4003 or submit your information below and we\’ll get in touch ASAP!