Lead Routing Management

So your sales team is set up in Pods, or Territories, or Verticals, Industries, or anyone of a dozen other segmentations. Great. Wouldn’t it be nice if each Lead, Contact, Account, and Opportunity was automatically routed to the correct person or team correctly the first time, without needing to manually sort through your inbound funnel on a regular basis? That’s not nirvana. That’s how we set up RevOps frameworks.

Optimize Sales-Success Handoff

Tired: Unhappy clients because all they get in return for signing a contract is radio silence.

Wired: Clients who feel heard, respected, and taken care of because we’ve created a seamless automated process that transitions communication from closing reps to the support and finance teams.

Sales Forecasting

Knowing how much you have in the bank today is basic. We can follow the money trail, from leads to banked deals so you can confidently project revenue and cash flow. Having the ability to ensure sustainable growth practices and de-risk investments… well that’s priceless. 

Align Internal Processes along the full Customer Lifecycle.

At the end of the day what matters is full alignment between marketing, qualifying reps, closing reps, finance, success, and support. Let’s make sure that the MQL => SQL => SAO => Closed Won => Accounts Receivable -> Renewals cycle is just that… one single lifecycle.