Technology Focus

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Our consultants specialize in identifying and implementing customized automated workflows, most frequently via our clients' existing Customer Relationship Management (CRM) or Professional Services Automation (PSA) system.  We will create or modify the necessary reports, real-time KPI dashboards, triggers and automatic procedures that will put many key portions of your sales workflow on "autopilot", leveraging existing sales resources to allow them to focus on closing more business faster.  This focus on technology and automation provides several key benefits:

  1. Leverages administrative staff to handle non-client facing marketing and sales activities, saving time and money
  2. Allows your current sales team, whether it be the company founders or one or more sales representatives, to successfully handle more opportunities in less time, reducing the cost of sales
  3. Decreases or delays the need to hire, train and manage additional sales team members
  4. Allows better measurement of the activity and results of your sales team, improving accountability, motivation and sales