Customer Relationship Mgmt
   Sales Force Automation
   Customer Support
   Accounting
   Integration
   Data Quality & Management
   Comp. Tel. Integration
September 7, 2010

Sales Force Automation

We have more than 18 years of sales and sales force automation experience including:
  • managing sales operations.
  • recommending and implementing sales technology.
  • consulting on sales and sales management.
We also have extensive expertise on transitioning your sales operations from a sales agent centric operation to a self-service centric operation allowing you to dramatically reduce operating costs.

Benefits include:
  • Easier access to Customer Information - a centralized repository for customer information allows you to organize and analyze data such as purchasing behaviour, buying patterns and decision making behind purchases.
  • Real time data - sales force automation provides your sales team with access to the most recent customer information instantly.
  • Enhanced sales process - allows your representatives to sell more efficiently.
  • Increased loyalty - focus on, and service, your most profitable customers and the strongest sales leads.
Sales Operations Analysis

Here are some of the factors we examine during our on-site review and analysis of your sales operations:

  • Sales strategy review
  • Proposal creation
  • Contact Sharing
  • Proposal Conversion
  • Value Creation
  • Lead closure and follow up
  • Lead generation
  • Sales stage process
  • Forecast Accuracy
  • Competitor Analysis
  • Sales product support
  • Lead Management
  • Selling Skills Analysis
  • Account Strategy
  • Pricing Strategy Analysis
  • Key event reporting
  • Lead flow management
  • Time to close
  • Product Strategy Analysis
  • Sales product training
Key Deliverables from Our Analysis

The deliverables from our Analysis include:
  • a thorough examination of your sales operations highlighting strengths and weaknesses for each of the eight success factors.
  • a comparison of your marketing goals versus actual experience and performance including an optional customer focus group analysis.
  • a detailed action plan identifying sales improvement areas and best practices.
  • a business case detailing the ROI for each of the sales improvement initiatives.
  • a prioritized road map and approach on how and when to implement the recommendations for short term and long term sales operations improvement.
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