Get ready to supercharge your sales organization.
After just one discovery session, you’ll gain far more clarity on what needs to be done to support your sales and revenue operations goals.
Our Services
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CRM
Whether you’re just setting up your CRM or looking to build sophisticated workflows and automation, we can help.
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General RevOps Consulting
Setting up a successful sales org may seem like it encompasses a million different moving pieces. Let us outline what should be prioritized.
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Marketing Automation
Building an inbound lead engine is a critical step in increasing revenue. We’ll help you plan the systems and increase conversion rates.
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System Integrations
Having different systems that don’t talk to each other can create enormous manual work and inefficiencies. We can fix that.
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Reporting, Analysis & KPIs
Let us set up and keep track of the most important metrics of your company’s financial well-being.
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Management & Training
We provide management and team structure best practices, and can train in-house employees in everything we do
“Amazed at what he did with Salesforce in just a few weeks. Over the following few months became more robust than we knew possible, easy to use, intuitive, a place for salespeople to live happily.”
– Mitchell B.
Alliance Partnerships Principal, Flatiron Health
“His depth of Salesforce knowledge, coupled with integrity and professionalism, contributed to a final product that far surpassed our expectations and dramatically improved Scout's CRM infrastructure. He approached this initiative with a comprehensive and thoughtfully developed scope to address our prior system challenges and executed on his plan meticulously and efficiently.”
– Alexander K.
Executive Vice President, Commercial Strategy, Scout Clinical
“He listened to how we wanted to measure our success and creatively provided options to how we could achieve those analytics given the tools and technologies we had. He always researched and explored multiple options in Salesforce and would work collaboratively with the marketing team.”
– Vidhi G.
VP of Marketing, Vault Health
