1. Sales Process and Data Value Chain Discovery
Our teams meet for 2-3 times to discuss your sales process, methodology, business model, sales team structure, business goals data transfer and usability.
2. Sales Process Design
In 7 days You receive Data value driven sales process that You discuss with Sales Process Native. You will see a beautiful flow of automates tasks and data flow that will
3. Platforms and Techstack alignment to Fresh process
Now it's time for shopping! We gather a lot of information in previous 2 steps and based on 70 critical elements we help You decide on the best techstack. Depending on the process it could be 2-7 tools and we explain all the functionalities, as well as limitations.
4. CRM Implementation and Process Documentation
Now Your job is done. Our team moves to implementation. That takes usually 1-2 week. This phase also includes process documentation.
5. Adoption Success
Have everyone performing their sales tasks correctly and reliably with easy to access process docs and videos. Show managers, stakeholders, potential investors, or just your employees as a whole how your business is run, and the due care taken to achieve the results you do.