A structured and measurablesales process.
We structure the sales process, from first contact to invoicing, and implement the customer and business management tools that support it. Designed together with the sales team and adapted to the reality of each company.
Book a meetingThe challenges we solve.
Contacts and opportunities scattered across emails and spreadsheets
Opportunities lost through lack of follow-up
No reliable sales forecast
Scope of service.
Deliverables included in the service. The final scope is adjusted at the diagnostic meeting.
Design of the sales process and funnel stages
Selection and implementation of a CRM or integrated management system
Data migration and cleansing
Connection to lead generation channels
Sales indicators and forecasting
Team training and support
How we work.
Design.
Process, stages and rules defined with the sales team.
Configuration.
System, users and permissions.
Migration.
Validated data with no duplicates.
Support.
Close support during the first months of use.
Process digitalisation, data and business intelligence, sales management and systems integration, implemented on the infrastructure the company already uses.
Case in practice.
B2B companies with sales teams
Companies with long sales cycles that wish to track every opportunity in a structured way, connect marketing and sales and obtain a reliable sales forecast.
Frequently asked questions.
A CRM or an integrated management system?
It depends on the size and processes of the company. An integrated system is justified when sales, invoicing and operations need to be brought together in a single solution.
Do you work with the system the company already has?
Yes. We assess the existing system first and only recommend a change when it is justified.
Let's review
your case.
An initial meeting, with no commitment, to understand the starting point and assess how we can contribute.