As a CRM and Automation expert I work with Sales Managers to take control of their pipeline, build automated workflows that free up their time, and develop dashboards and reports to help manage their team and pipeline efficiently.
If you want more sales and a more efficient sales team, I can help.
I bring over 25 years of experience in Technology, Automation and CRM Implementations and can help you define, refine and automate your business and sales processes. This allows your team to spend less time on data entry and more time doing what they do best – Closing Deals.
We can help from start to finish to make your CRM and sales process more efficient and effective by focusing on:
– Follow-up with Leads and Opportunities so you can win more sales
– Workflow and automation of the sales and follow-up process
– Consolidated Pipeline for easier management and shorter sales meetings
– Minimizing Data Entry
– Automatically adding Leads and Webform data into the database
– Building/Defining the Sales Process
– Refine and automate the Process
You can’t manage what you don’t measure. That’s why we’ll help you maximize your sales by setting up:
– Management Reports
– Data Metrics
– Key Performance Indicators
If your company has a sales team and would like your CRM to help you win more sales, not hold you back, let’s talk.
I provide a complimentary CRM Sales Planning Session. Email or call me to see if you qualify. If you do, we’ll get on a call together and I’ll take you through step by step and help you identify ways to make your CRM more efficient and effective, and recommend suggestions and solutions to any current problems you’re facing. Simply email me at [email protected] or call 561-208-3912
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