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Process Automation & Operations

We all know streamlining the business will save time, save money, increase customer satisfaction and motivate employees. So why do so many organizations postpone these critical projects? For starters, process improvement can be boring, if not even intimidating. Many Sales-oriented leaders would rather just sell enough to cover inefficiencies instead of dealing with the tedium of systems and process.

Here are several key investments that will drive revenue and satisfaction:

Simplify & clarify the CRM user experience for Sales & Marketing. Whether you’re using cool SaaS products like Salesforce.com and NetSuite or massive enterprise applications, take the time to ensure everyone agrees on when “contacts become leads” and “leads become “prospects” and “prospects become opportunities” and “opportunities become customers or a lost opportunity” and why.

Streamlining the process of winning and on-boarding customers (including demos). We all know you never have a second chance at a first impression. Spend the time to make sure that customers don’t have buyer’s remorse just because your people and processes aren’t prepared.

Collecting feedback from customers and prospects. Not only is it critical to gather this data, but how it is packaged and shared with the appropriate teams will make or break the entire process.

Automating billing processes for all recurring products and services. Monthly recurrence (or annual) is the beauty of SaaS so you should take some time to make it easy and eliminate fire drills that start with “I must have forgot…”

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