Sales enablement
CRM & sales ops that run in the background.
A CRM only works if reps don’t have to babysit it. We build the automations and the hygiene so the data stays right on its own.
Deliverables
- CRM setup or clean-up: Dynamics 365, HubSpot or Salesforce
- Quote, opportunity and project stages that match how you sell
- Automations across Outlook, Teams and your quoting tools
- Duplicate, missing-field and stale-deal checks
- Dashboards for pipeline, activity and forecast
- Monthly sales motion scorecard for leadership
What we report monthly
- CRM record completeness
- Admin hours saved per rep
- Forecast accuracy
- Stale deals cleared
Reported to you monthly, alongside the other services you use.
Where it fits
Manufacturers & distributors
Account lists built around specifiers, contractors and distributors in your territory.
Contractors & trade services
Day-1, day-3 and day-7 follow-up on every open quote.
Construction & industrial tech
Outreach written in the language of the trade, not the tech stack.
Start here
Assess your sales motion.
Our free, five-minute Sales Organization Audit helps you take stock of how your sales motion operates, from team structure and pipeline management to sales processes, technology, and enablement.
Get a clearer picture of where your organization stands, identify potential gaps, and understand where improvements could have the greatest impact.
