The Cost of a “Broken” CRM
CRMs were originally designed for executive visibility and reporting—not to support how modern sales teams actually sell. Today, that mismatch shows up across the entire revenue engine: low adoption, unreliable forecasts, lost productivity, and missed revenue.
60% of sales leaders say their CRM is more of a burden than a help
(Forrester)
Only 47% of salespeople say their CRM actually helps them close deals
(HubSpot)
43% of CRM data is outdated or inaccurate
(Gartner)
A 14% decrease in revenue has been reported by companies with low CRM adoption
THE RESULT
We Embed Data, Tech, and AI to Elevate the Seller Experience
Intelligent Prospecting drives a 47% higher conversion rate:
Signal based outreach that takes the guesswork out of who to call and what to say to cut through the noise.
Frictionless Activity management unlocks 2X more selling time
Automatically capture email, meeting and call data that provides real-time deal health scores and next-best-action coaching.
Strategic Account Growth lifts revenue growth 1.3X
Data driven whitespace identification within the existing book of business - ensuring you spend time where potential is highest.
Explore Our Seller Experience Audit
Experience a strategy-first approach that plans with your end goals and future in mind to identify the clearest path forward for the greatest impact with every project.
From the business process review to planning and designing a roadmap, rest assured you have a certified pro to guide you through what’s next.
Offering Expertise at Every Stage of Your Sales Transformation
Our Services:
Post-Deployment Optimizations
Many clients require ongoing support to continue the improvement lifecycle, deploying additional capabilities in partnership with their sales teams
– Technology Audits
– Managed Services
Technology Implementations
Whether a client is looking to implement their new CRM quickly, or looking for a larger transformation engagement, our implementation approach supports both models
– Quickstart Implementation
– Migrations
– Scoped Projects
Post-Deployment Optimizations
Many clients require ongoing support to continue the improvement lifecycle, deploying additional capabilities in partnership with their sales teams
– Technology Audits
– Managed Services
Client Praise
How We Help Customers Drive Revenue
Retail Media+ at The Home Depot Increased Revenue 44% YoY
The Home Depot recognized a significant opportunity to unlock additional revenue from its retail website advertising business. The team needed a more strategic approach to managing inbound demand, tracking opportunities, and gaining visibility into sales performance. By optimizing their sales processes and CRM adoption, Retail Media+ improved pipeline management, increased seller efficiency, and achieved a 44% year-over-year revenue increase.
TSI Incorporated Increased Seller Responsiveness by 35%
TSI Incorporated wanted greater visibility into its sales pipeline and a more effective lead management process. Without a consistent approach to tracking and following up with prospects, valuable opportunities risked being delayed or overlooked. By streamlining lead management and improving seller workflows, TSI enhanced pipeline visibility, accelerated response times, and increased seller responsiveness by 35%.
Explore Our Seller Experience Audit
Experience a strategy-first approach that plans with your end goals and future in mind to identify the clearest path forward for the greatest impact with every project.
From the business process review to planning and designing a roadmap, rest assured you have a certified pro to guide you through what’s next.
Our 4-6 Week Approach
CRMs were originally designed for executive visibility and reporting—not to support how modern sales teams actually sell. Today, that mismatch shows up across the entire revenue engine: low adoption, unreliable forecasts, lost productivity, and missed revenue.
Discovery
- Map the team day-in-the-life experience.
- Conduct process deep dives & pain point analysis.
- Uncover gaps, inefficiencies and identify opportunities.
- Evaluate 3rd-party tool integrations for value.
Technical Evaluation
- Assess system strengths and weaknesses.
- Map user journeys to identify friction points and quick wins.
- Benchmark against industry leaders.
- Identify key growth levers (automation, UX, operations, enablement & KPIs).
Future State Vision
- Turn insights into an impact-driven roadmap.
- Visualize the future: process flows, UI/UX, and org structure.
- Align leadership & teams on success.
Action Plan & Readout
- Lay out the step-by-step vision.
- Define key initiatives for maximum initial ROI.
- Ensure strategic alignment across teams for success.
See What Our Experts Are Saying
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