Every growing revenue org needs a plan for implementing and optimizing technology.
Without a plan to administer your sales engagement platform (SEP), you’re not going to see the return on investment you were expecting when you purchased it.
When teams can’t provide the technical support their SEPs need, performance gaps often show up in these areas:
Your sales reps are either doing too many manual tasks or automating too much, losing opportunities for personal touches.
Your sales and marketing teams are using different tools, and data is not flowing seamlessly between them.
Your technology is not configured to align with reps’ actual workflows. It’s not a natural next step; it’s just more work.
We help revenue teams get the highest possible return on their investment into sales engagement by taking their tools and turning them into an integrated technology strategy that multiplies their sales team’s effort and conversions.
In 6 months, a conversational marketing client booked an additional 258 meetings and generated $8M+ in net new pipeline.
How does a sales technology engagement work?
No tool is a strategy; your people are always going to be in the driver’s seat. We will interview your reps to understand how we should make your sales technology work for them.
If you already have a sales engagement program, then that discovery will happen within the context of a technical audit, which evaluates your existing setup.
If you’re implementing a sales engagement platform for the first time, then we will take what we learn from your users and managers to customize your platform for your workflow and use case.
If your data, tools, and processes aren’t talking to each other, then your reps are going to miss vital information and opportunities.
That’s why we help teams with full implementations (setting up your sales engagement platform for the first time), specific data migration projects, focused integrations with your customer relationship management system (CRM), and custom reporting dashboards that bring data from multiple sources into one view.
Once we have optimized your sales engagement platform, we can help your team with a variety of documentation projects aimed at guiding administrators, recording workflows for reps, and educating sales managers.
We also offer “train the trainer” sessions for sales enablement professionals, administrator training, manager training, and end-user or team training.
A successful sales engagement program relies upon continuous administration. Some teams have the capacity to handle this in-house and just need a training boost to get there. Others need external resources to administer the platform for them.
We can step in as a part of your team, managing your sales engagement platform for you, or we can teach you to establish troubleshooting, spring cleaning, and data hygiene practices to keep your platform (and your reps) humming.
Schedule a Consultation
Ready to learn how we can help improve your team’s use of sales technology?
Share your information and a member of our team will reach out to schedule your free consultation.
The team was thorough in their understanding of our messaging, consultative in their approach and process, flexible to our specific needs, and very professional with their communication and delivery.
Sales Technology Tips:
Without a strategy, you’re missing out on the benefits of your new sales engagement platform. It will take effort to build a strategy that fits your tool, but it’s worth it because it will help you realize the value of sales engagement software.
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