Deep Dive
Comprehensive evaluation of Sales Enablement Platform with detailed recommendations to elevate performance
Activities
- Management Interviews
- Sales Operations and Sales Rep Interviews
- Business Process Mapping and Analysis
- Interorganizational Workflow Interview and Process Mapping
- CPQ | CLM | Rebate and Incentive Management | CRM Integration 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
Deliverables
- Overview of Business, Strategy, and Questionnaire Results
- As-Is and To-Be Process Maps
- Strategy, Sales Process, and Technology Gaps
- Tailored Sales Funnel Stages
- Naming Convention Recommendations
- Governance Document
- Recommended Silo Integration
- Recommendations to Improve Sales Rep, M+1, and Mgmt Usage
- Sales Operations Process Improvement Recommendations
- CRM Roadmap
- Recommended KPIs
- Recommended Dashboards and Reports
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