IMPLEMENTATION & OPTIMIZATION
Our implementation services are designed to get you up and running efficiently and effectively. We invest the time to understand your business and its processes, which will drive your configuration requirements. We then focus on your data model, and develop an optimal data migration strategy. Finally, we create the reports and dashboards that provide the insight and analytics you need to manage your business.
We will work with you to assess your existing tech stack and then offer a plan to meet your objectives.
CONSULTING SERVICES
We help can you maximize your tech stack investment.
We provide services to implement and optimize the following offerings:
- Salesforce.com
- Executive Dashboards, Key Performance Indicators and Real-time Reporting and Analytics
- HubSpot
- Gong
- Outreach
- SalesLoft
WHEN DO YOU NEED A CONSULTANT?
We find that our customers reach out to us when they are facing the following challenges:
- Lack of in-house expertise
- Concerned that leads are not effectively moving through the pipeline
- Poor visibility into sales activities and pipeline
- Difficulty in understanding sales trending over time
- Unsure how marketing programs are converting to sales
- Leveraging proprietary data & 3rd party data signals in your GTM motion
- Difficulty understanding the 360 view of customers including their support requests
Scaling Revenue 