CRM Business Process Transformation - Sales

A good CRM software can really provide the edge that your salespeople need to be effective in the marketplace. However, implementing the CRM system right requires every step of your Sales process to change and utilize the system capability. This can be done only through a redesign of various functional areas and processes within your Sales organization, including:

• Prospecting, Lead Generation and Allocation
• Lead Qualification and Opportunity Generation
• Product Configuration, Pricing (including the approval process) and Proposals
• Opportunity Tracking and Follow-up
• Negotiation and Deal Closure
• Contracts
• Fulfillment
• Sales Performance and Commissions
• Sales Pipeline and Forecasting
• Sales Organization & Territories

Our unique approach helps us drill deep into every step of your Sales Process. The objective is to not only understand the intricacies of the Sales process and workflows within the organization, but also to help you build a new Process as well as capture the Requirements for the new CRM system to be customized so that the workflows can be tailored according to your organizations needs.

Please click here to download a Sample deliverable that will help you understand how we perform Sales Process Transformation.

Please contact us at (212) 461-2140 or sales@navatargroup.com

Sample Downloads

• Sales Process
• Marketing Process
• Support Process
• CRM Implementation best practices

CRM Technology

• Salesforce Technology
• RightNow Technology
• Application Integration
• Business Intelligence

Our Approach

• CRM Implementation Approach
• Offshore Model
• User-Driven Approach

Case Studies

• Vinmar International
• GE Supply (Gexpro)
• Convera