CRM Design Audit - Design Audits Save you time and money once the project starts
7 Step Process proven successful by over 7,200 customers Worldwide
Similar to how a architect would design a custom home or addition
for you, we start listening to fully understand your business goals and
personal wins, gains and pains and current system problems. We listen
to sales reps and key stakeholders understanding business processes and
answering, what is in it for me as a rep. Creating a vision together
produces a clear blue print, planning everything you need to produce
the return and results your investors require.
You will find great value in the Design Audit as others similar to you have.
You probably also want accountable marketing, reliable lead follow-up, better internal communication,
and a consistent efficient sales process that does more. Successful Sales Managers grow sales revenue,
keep and attract better quality new customers, and use technology that works to get reps to
sell more in less time. QualityIntegrity invented the 3rd party Design Audit that neutrally balances Management,
Sales Reps and IT needs. We obtain sales rep buy in early, plus design, implement, and train the right
way to achieve 97% sales rep adoption. We are the only company with Proactive Support.
Our most successful clients including Warren Buffet Companies have
one thing in common they pay more attention to strategic sales systems
planning and determine the return on investment with us, before they
invest. Several of Berkshire Hathaway (NYSE: BRK) - Warren Buffet
companies, continue to acquire and integrate businesses that, sell
direct and through a channel, as you can imagine this creates
complexities.
Starting with our Design Audit Process
With Berkshire Hathaway, we implemented a database to manage
customer account, contact and opportunity data for the inside sales
team to take care of daily details and leverage the outside field
sales, to focus on strategy and market share issues.
All sales activity data and reporting is in one system monitoring volume and trigger automated selling follow-up processes.
They
have stopped quoting against themselves and now have immediate access
to specific customer and daily price quote spreadsheets.
New
targeted product launch and marketing campaigns, are planned, executed
and tracked, with sales effectiveness and complaint tracking.
All
the notes, excel spreadsheets, word documents and power point
presentations are in one place connected to the customer and shared
internally.
Searchable corporate wide knowledge has greatly improved customer response times.
Reports
now track win/loss ratios, expiration renewal dates, volume of
opportunities by product and time frame, competitive pricing reports,
total daily deviation, percentage of business with the customer, key
performance indicators, six sigma metrics, and direct product sales to
date grids and much much more.
"For over 4 years Quality Integrity significantly
contributed to a 14% increase in revenue and a 19% increase in earnings
annually."
Software or on Demand Services are NOT enough
SFA and CRM Software Salesmen, and on demand hosted Salesmen, fight
brand wars, feature wars, and price wars and rarely have the experience
to achieve managements goals with full user adoption and buy in. Our
ingrained Swiss Quality and Neutrality allow us to work with and
recommend the best for you through our Design Audit.
Management Power is NOT enough
"Use it or your fired!" Back in the early 1990's Management at one
of the countries Largest Publishers, figured out the reports they
wanted to run their business, they invested heavily and got the best
IBM technology, hired us to implement it, flew us to Bermuda in January
to train their people and decided each rep must fill out 500 fields on
each sales call, to drive the reports they wanted. You guessed the
result. Failure!
Contact Management is NOT enough
Another recent manufacturing and distribution client had a investor
mandate to grow by over 12% per year. To do this the CEO needed full
visibility to sales rep relationship and opportunity data. When a rep
left or even if they stayed the old grass roots ACT contact manager and
Outlook emails were not captured and reported. The CEO had to ask the
VP of Sales for sales activity and sales forecasts, who asked the
regional managers, who asked the reps, who sometimes would ask
customers or guess which of the many products customers may or may not
buy in the future. Now due to our unique training and full sales rep
adoption, opportunity prioritization plans are developed with customers
and the forecasts are accurate timely and visible all the way to the
top, supporting the right management decisions.
Money is NOT enough
Another of Canada's Top Ten Financial institutions came to us, they
liked our concept, bought and then decided to use their very large
technical resources and ability to practically print money to implement
themselves. You guessed the result... little success. Several months
latter they called and said, "you know that Design Audit Process we
skipped we would like to-do it" We got them on the right track. We
built new innovative sales processes and activity triggers to help them
expand, and now they have it on new mobile Blackberries.
20 Years and Counting ..
For over 20 years we have been listening to customers and through
the Design Audit Process attracting growing sales teams of 5 to 500
that need simple to use and powerful strategic sales systems. Senior
Systems Architects listen to you, your goals, your wishes, analyze your
current system, collaborate and design ideal prototypes using our
unique best practices. When constructing strategic sales systems, 31-33
percent meet or exceed expectations, over 60% fail, with our Design
Audit, Blueprint, and Prototype process we triple the results to over
97% meet or exceed expectations.
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