Increase Your Impact
By Optimizing Your Operations.
Process Improvement
Organizational processes work best when they evolve over time as we experience changes in technology, client needs, and employee roles. Are your operational processes still serving your organizational needs? Process improvement enables you to accomplish more, with greater consistency, in less time. It involves identifying recurring issues, reviewing current processes to determine the root cause, and then modifying the process—in collaboration with the employees who use it—for better outcomes
Steps to Process Improvement:
Analyze
Existing process to identify obstacles to quality and efficiency
Discuss
Potential solutions with employees who use the process
Develop
and document the modified process
Train
Employees on how to implement the modified process
Monitor
Implementation and results
Adjust
Until the new process achieves the desired result
Sales Operations
Your sales processes guide the way you connect with past, present, and future clients. They help you maintain relationships, identify client needs, and develop new relationships. When sales technology and processes work well, they support increased revenue. You gain a clear picture of where each opportunity is in the process and prevent opportunities from falling off your radar. You can also understand what sources are driving your sales, so know where to focus your energy for growth.
Steps to Improve Sales Operations
Analyze
Current sales processes, technology, and data to identify obstacles to effective sales operations
Discuss
Potential solutions with employees who are connected to Sales Operations
Develop
and implement solutions to Sales Operations obstacles
Train
Employees on new processes and/or technology
Monitor
Implementation and results
Adjust
and monitor until the new process achieves the desired result
CRM Transitions
Selecting the right CRM (Contact Relationship Management) software for your business is just the beginning. In order to gain the benefits that motivated the switch, you also need to: implement a configuration aligned with your processes, transfer your data, train your team, and make iterative adjustments.
It is rarely a smooth ride, but after overseeing and then administering two CRM transitions, I can help you avoid pitfalls and quickly overcome obstacles to quickly achieve the benefits of your new CRM.
CRM Transition Services
