Operations services

Sales operations is the process of ensuring the right data gets to the right people at the right time.

This spans prospecting, pipeline management, and ongoing account management.

We use software—and automation in particular—to improve the buyer's and seller's experience.

Operations services overview

To level up your sales operations, we'll need access to your systems—mainly your CRM software.

We will work with sales and marketing to define current state and opportunities for growth.

Then we'll identify a mix of quick wins and longer term projects that may drive larger outcomes.

We like to start at the bottom of your funnel (i.e. closed won or lost) for immediate impact.

We may also install analytics tools to start capturing more data at the top of your funnel (e.g. site traffic).

This is a "done with you" service where we're brainstorming together ways to do better.

We will implement changes and monitor the results, with a focus on helping your sales team sell more.

We have a dedicated project portal where you can communicate with our team on an ongoing basis.

With operations, we aim to improve your win ratio, deal size, cost of sales, and other sales metrics.

Set up outreach infrastructure, build custom lead lists, and send campaigns to reach new leads.

We engage, qualify, and set appointments with the inbound leads you're generating.

Are you struggling to get ROI on your campaigns because of sales-marketing alignment issues?

Let us help you engage your prospects better—before your competitors do.

Here are some meetings we've booked: