Business Systems

Driving a Sales & Marketing tech stack optimizes products, customer engagement and automates administrative tasks. In addition, a well-connected tech stack will allow visibility from lead generation thru the sales motion to deal closure and after-sales customer support.

Highlights

CRM Optimization

Constant optimization thru a commitment to data hygiene, clear roles and profiles and account structure.

Eliminated unnecessary complexities

a clearly defined sales methodology and stage definitions.

Simplified Roles & Profiles for business agility.

SFDC and D365

Tech Stack & Roadmap

Provided a solid assessment of current capabilities and future needs.

Created business requirements and expected business outcomes.

Created a strategy around Strategic Initiatives, Major Projects and Continuous enhancements.

Ensured executive alignment of priorities and ongoing technology roadmap.

Global Governance

Ensured the tools are being used consistently across the organization.

Created a centralized governance process.

Developed global metrics and processes for assessing the business.

Ensured leadership is driving the business with the tech stack at the core.

Enablement

Created a robust onboarding program for new reps/employee.

Established a documentation library for reference.

Ensured new enhancements are tested and training was rolled out.

Created an environment for ongoing learning and enablement of the tech stack tools.