How We Support You
During onboarding, we learn as much as possible about your current CRM. We then provide ongoing support to you and your team if you have any questions, issues, additions, or small features that you’d like to add.
Examples: setting up new users and permission sets, updating lead routing, fixing issues with complex flows, and more.
Demand generation is core to growth – so one of our main focuses is ensuring that your MarTech stack is humming. We will engage with your Demand Generation team members to fully integrate their work into your CRM so that there is one source of truth and easy reporting.
Examples: Hubspot/Pardot/Marketo/Eloqua + Salesforce integration management, issues with lead syncing, Marketing reporting, and more.
Each team is unique, and therefore each tech stack is unique. We have used hundreds of sales tech applications in all categories and want to make sure they are integrated. with your CRM and are providing productivity to your reps.
Examples: integrating tools like Outreach, Salesloft, Mixmax, Gong, Vidyard, Sendoso, and yes, even Zapier into your CRM.
If it’s not tracked, it’s not done. We have built sales teams before and know this all too well. We will produce reports & dashboards that help you manage your team with a click of a button. We’ll make sure they’re updated and running smoothly so that you always have what you need.
Examples: Core SaaS Metrics reports, Team KPIs, Quota management, and more.