Designed for smaller teams and growing organizations that require proactive technical support and enablement

12-month engagement
(min 6 month commitment)

Included Services:

• GTM and Sales Systems Audit
• Revenue Teams Training Program
• SEP Technical Support
• Systems Optimization Strategy
• Quarterly Review
  

Assigned Team:

• Systems and Enablement Consultant (Lead)
• Sr. Project Manager

Designed for larger organizations and business initiatives that require specialized technical and sales enablement team

12-month engagement
(min 6 month commitment)

Included Services:

• GTM and Sales Systems Audit
• Tailored Enablement Program
• SEP Technical Support
• RevTech Management
• Systems Optimization Plan
  
  • Workflow Optimization
  • RevTech Integration
    
  • Custom Reports
• Quarterly Review
  
• Special Projects On-Demand
  

Assigned Team:

• Principle Strategy (Lead)
• Systems and Enablement Consultant (Support)
• Sr. Project Manager

For organizations looking for an unbiased audit of their GTM teams, processes, and their Sales Engagement systems.

One-Time Engagement
Included in Pro and Strategic Packages

Included Services:

• Interviews and Plan Assessment
  
  
• Implementation, Business Strategy and Workflow Review
  
  • Management Interviews
  • Goal Setting
  • Content Review
    
    
• System Governance, Compliance, SSO
• Integration and Automation Audit
  • CRM / SEP / Inbox / Voice
  • Browser / Extensions
  • 3rd Party Applications
    
    
• Team adoption and utilization
  • End-User/ Managers Review
  • Campaign activity
  • Reporting
    
    
• Final Strategy session, review learnings, and road map to success