Not sure if the inbound sales approach is the right fit for your organization? Our Inbound Sales Assessment consists of walking you through a SWOT process that covers all the key areas of implementing an inbound sales model in your organization and what risks are involved.
To successfully grow your company, sales and marketing efforts need to be aligned. Our Sales Enablement Program will develop a process that will help your Marketing team develop quality inbound leads which will enable your Sales team to effectively follow up on them for the best possible outcome.
We can take on a Sales Management and Oversight role to assist in the development of your inbound sales strategy. This includes providing oversight of the execution of sales activities to augment the senior management team.
The implementation of a new CRM system needs to be done quickly along with the migration of your sales data. Our CRM Migration and Implementation will get your sales and marketing teams up and
Once your CRM is live, it now has to become a tool that your sales and marketing teams use and leverage on a daily basis. We provide on-going management and best practices for your company to leverage the sales and marketing data.
Our Inbound Sales Assessment service can help you decide if an inbound sales approach makes sense for your organization.
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If you decide to move forward with implementing an inbound sales strategy, we can work with you to develop a transition plan that spans weeks or months.
We offer live inbound sales training that is customized for your target market segments in the insurance industry. Our training covers all four stages of the Inbound Sales Methodology:
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Homework assignments and role plays can be created using actual prospect accounts and contacts.
All sessions are delivered online with live video and audio that can be recorded.
Implementing a new marketing automation or sales CRM system can be intimidating and time-consuming.
We can set-up and customize your HubSpot Marketing Automation Platform and Sales CRM platforms for your specific needs.
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Optional Services:
We can take on a Sales Management and Oversight role to assist in the development of your inbound sales strategy. This includes providing oversight of the execution of sales activities to augment the senior management team.
Project Deliverables Include:
We take on this role for companies that have a short-term need for a Sales Leader who may be resetting their corporate strategy or require assistance before having a permanent employee in
We have the expertise and experience to implement HubSpot Sales CRM and Salesforce.com for sales and marketing staff as well as senior management, finance, operations and professional services. This can include the migration of your account and contact data from spreadsheets, CRM systems or both!
Your custom Sales Forecasting Methodology can be quickly adapted to the system and changed as your business changes.
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The data in your CRM system is a valuable asset that needs to be managed on a consistent basis to properly track prospects through their buying cycle and to monitor existing customers.
We employ best practices to avoid duplicate data, incorrect or inaccurate account and contact information that can diminish productivity and lead to missed opportunities.
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As your needs change, we can help you with modifications and customization on how your CRM data is used for continued growth of your company.