Services

We advise Startups, Small and Midsize Businesses (SMBs) on the latest cloud-based and mobile technology to simplify workflow, lower costs and increase productivity and sales. Here are a few of the Services we provide:

 

CRM Productivity Assessment and Coaching

Many Sales Teams are not using CRM Systems to their full potential. They’re too complex to use, too much manual data entry, poor integration with other systems and weak reporting. Some managers have secretly gone back to using Excel Spreadsheets for Sales Forecasting and Executive Reporting. In addition, most sales people were not initially trained properly on how to use their CRM system and have not had ongoing training to take advantage of the new features that are added each year.

Often, executives like to bring in an outside resource to review how their Sales Teams are using their CRM Systems and provide new ideas and to get a fresh perspective on their current sales process.

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.

We can help find and implement new technology and services to improve productivity without replacing the existing CRM System.  We can also look at other CRMs that address the current needs and do an evaluation, selection and demos.

Note: There are over 400 CRM alternatives in the marketplace today.

 

Technology Productivity Assessment

Many companies using older technology from 3-5 years ago may be missing out on significant opportunities to increase their sales and lower their cost of doing business. In addition, much of the new technology can be used to effectively compete with the larger companies that they are now competing with. If their competitors implement this technology before they do, they would be at a significant disadvantage… not only with their existing customers but with potential customers.

Executives bring in an outside consultant to help them assess their current technology and make recommendations on potential new technology that can help them increase sales and lower their cost of doing business.

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.

 

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!