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 Sales Process Improvement Focuses the Path from Business Strategy to Sales Execution

A Foundation for Long-Term, Sustainable Growth

ALTAVI accelerates the development of the sales organization by collaboratively developing a new vision for Sales Operations. Our lead consultants draw from over two decades of experience while working with stakeholders to systematize sales process improvement, interfacing voice of customer with core business strategy to support long-term, sustainable growth.

ALTAVI Sales Operations Consulting plans and delivers key objectives, such as:

  • Increased Profitability
  • Higher Forecast Accuracy
  • Reduced Sales Administration
  • Faster Quote-to-Cash
  • Facilitated Up- and Cross-Selling
  • More Professional, Convenient Buyer Experience
  • And more...

Why the ALTAVI Team?

Experienced Executives

who drove real, sustainable change in mid-market multinationals and now deliver ROI to sales and across the enterprise.

Sales Operations Consultants

who connect and consolidate client activities to drive success and a more satisfying customer experience.

IT Experts

who design, implement, and integrate solutions and systems that improve sales with tried and true practices.
Meet the team >

Our Consultation Services

Sales Operations Overview

We quickly evaluate Sales and trace the path to sustainable improvement in profitability and competitiveness
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Our Actions

  • ‍Management Interviews
  • Sales Operations and Sales Rep Interviews
  • Cursory Process Review
  • Inter-Organizational Workflow Interviews
  • CRM Implementation and Configuration Review

Your Deliverables

  • Sales Process and Technology Gaps Report
  • Technical Recommendation(s) to Improve CRM
  • Recommendations to Improve Sales Rep, M+1, and Mgmt Usage
  • Process and Technology Roadmap

Sales Operations Deep Dive

Comprehensive evaluation of Sales Operations with detailed recommendations to elevate performance
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Our Actions

  • Management Interviews
  • Sales Operations and Sales Rep Interviews
  • Business Process Mapping and Analysis
  • Interorganizational Workflow Interview and Process Mapping
  • CRM | CLM | CPQ Implementation and Configuration Review (When Applicable)
  • Miscellaneous Technology Review (When Applicable)
  • Data Quality Evaluation
  • Strategy vs. Sales Operations & Technology Evaluation
  • Staff Champions and Roadblocks Evaluation
  • Reports and Dashboards Evaluation

Your Deliverables

  • ‍Overview of Business, Strategy, and Questionaire Results
  • As-Is and To-Be Process Maps
  • Strategy, Sales Process, and Technology Gaps
  • Recommended Silo Integration
  • Recommendations to Improve Sales Rep, M+1, and Mgmt Usage
  • Sales Operations Process Roadmap
  • CRM Roadmap
  • Recommended KPIs
  • Recommended Dashboards and Reports

Our Clients

“ALTAVI's experience with the buy-in process was critical to our Salesforce.com rollout last year. In the time they took to understand our process, they won over our entire team. Always asking: 'How can we simplify?' or, 'maybe we should integrate these processes at different layers…' ALTAVI has delivered results that will add value, and keep building more value with time.”

Joey Calderon
National Sales Manager