Services

Here are a few of the Services we provide:

 

Sales CRM Assessments

Is your CRM getting in the way of selling?

Many Sales Teams are not using CRM Systems to their full potential. We can help.

Our CRM Services include an initial review of existing operations, metrics, reporting, business processes and meeting with the Sales and Executive Teams. Next, we identify potential productivity tips, add-on technology and prioritize them based on the Sales Teams’ needs. Your Sales Team comes away with fresh ideas and new information to make better resource decisions and increase sales each quarter.

Click here for more information on Sales CRM Assessments

 

Marketing Automation

Organizations are quickly increasing their investments in Cloud-based Marketing Automation. Some companies have older marketing systems that are difficult to learn, use and are not getting the best return.

We can help take a look at your current marketing technology and identify some quick areas to improve productivity and increase sales without replacing the current system.

 

Customer Service

The new Cloud and Mobile Customer Service Systems are amazing at helping to increase customer satisfaction at companies and to improve productivity.

If you are using an older customer service system, or still using Outlook and Excel Spreadsheet Lists for tracking customer service, please contact us for a free phone meeting.

 

Technology Assessments

Our Technology Assessment includes an initial review of existing operations, metrics, reporting, business processes and meeting with Management and staff. Next, we identify potential productivity tips, add-on technology and prioritize them based on the technology assessment.

Your Management Team comes away with fresh ideas and new information to make better resource decisions and increase sales in the next quarter.

Click for more information on Technology Assessments

 

Evernote Productivity Consulting

Evernote is one of the Top 10 Apps that we use every day for note-taking and keeping track of everything – it’s a fast and easy way to collect information from anywhere and save it into one place. All your notes can be syncronized across all your devices – computer, tablet and smartphone.

It’s easy to search and find your text notes, web clips, files and images. You can also snap a photo, record audio – and save entire web pages using Evernote’s web clipper. Share your notes with friends or work together on projects with your team. Evernote makes it easy to be better organized and more productive.

Click for more information on Evernote Productivity Consulting

 

Mobile Advisor

As of 2014, two-thirds of all mobile phones in the U.S. are now Smartphones. Tablets are now outselling PCs. As a result of the rapid change from PCs and Laptops to Smartphones and Tablets, many businesses have not addressed how these devices can help them lower their costs and increase their sales. There are over a billion apps to choose from for these mobile devices.

We can help you look at your existing business processes and workflows and assess how mobile devices can be used in your organization to make your people more productive. We weed throughout the overwhelming non-stop barrage of new technology (and apps) searching for the best business solutions.

Click for more information on our iPhone Coaching Programs

 

How to Sell to Small & Midsize Businesses (SMBs)

It is very difficult to profitably sell and service the Small and Midsize Businesses …which are growing rapidly.  We can review your current programs and advise you on how to plan, build and improve your SMB Channel strategy.

 

Once you prioritize your projects, we offer you three options to work with us:

  1. Do It Yourself (DIY) if you have the resources and expertise
  2. Coaching over the the phone, internet or on-site
  3. Outsourcing Projects to Us or to our SMB Partners

Other Example Projects that can help you increase sales and reduce expenses include: Sales CRM, Marketing Automation, Customer Service, Moving to Mobile, Website Videos, World-Class Inside Sales and Paperless Office Technology.  Click here for more details on these projects

Contact Us to discuss any questions or to get started today!