Level 3 Activities



  • Gap Analysis for Increasing Sales Successes and Follow-up Processes
  • Auditing of current sales reporting
  • Database Mining for Demographics and Segmentation Analysis
  • Implementation of CRM (Salesforce.com or similar platform)
  • Dashboard, Scorecard, KPIs Development in CRM for reporting
  • Implementation of Lead Follow-up Systems aka: Auto-responder System (Aweber.com, Marketo)
  • Process Guide Development and Production
  • Training on Processes Related to Utilizing the CRM in Daily Practice
  • Review of processes for lead generation, follow-up and conversion to sales – tracking processes
  • Standard evaluation of existing practices – metrics
  • Skills assessment (talent base capable of performing processes to repeatable standards)
  • Current budget review, defining of corporate goals and existing sales strategy
  • Identification of competition, review of their best practices and determination of benchmarking goals
  • Auditing of current communications for sales speak and messaging
  • Cloud transition strategy
  • Business Process Continuity Strategy – contents, backup, natural-disaster recovery