END TO END REVENUE PROCESS

Full Design & Roll Out

Unlock the potential, profits & impact of your organization with a purpose built revenue system.  Every aspect of your revenue cycle will be optimized.

Who's this Project for?

Ideal for professional services firms, VAR’s, MSP’s, and IT Consulting companies that want their revenue system to be as effective and scalable as possible. This best suits organizations that are either preparing for high growth, and are having growth strained operationally.

  • Some indications this project is for you are:
  • Flat or Slow Sales Growth
  • Limited scalability
  • Increasing CAC
  • Mis-alignment between departments
  • Inconsistent sales motions
  • Consistently missed quota’s
  • High turn-over
  • Elevated Days Sales
  • Outstanding (DSO)
  • Low Sales Team Production
  • High or Increasing Cost of Sales

 

This service allows organizations to reinvent how they do what they do.

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What You'll Get

This project provides you with a defined and implemented revenue system that can adapt as you grow and scale your business. Major milestones of the project will be:

  • Comprehensive optimization and strategic design of your revenue system.
  • Complete document library to support every process and sub-process with your system.
  • Recommendations for System enhancements to better incorporate your new process
  • Team Training and roll-out of the entire system to ensure adoption
  • 6 months support for adoption and continuous improvement.
 
You’ll have a defined, documented and effective process for driving revenue at scale.

What You Can Expect

Taking 3-6 months, this project encompasses every aspect of your revenue system with comprehensive analysis, selected optimizations, and the development and documenting of a cohesive process that allows your organization to thrive at any scale.

Some of the benefits you might realize are: 

  • Metric driven performance 
  • Improved scalability
  • Increased adaptability to the market
  • Tightly aligned departments
  • Consistent & Repeatable selling motions
  • Increase sales production
  • Decreased CAC
  • Decreased client churn
  • Highly leveraged cost of sales
  • Reduced DSO (days sales outstanding)

 

By the end of the project, you’ll have an entirely optimized way of managing your revenue system.

Read a Case Study
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How to Get Started

Getting started is easy.

Start by filling out the form on the left.  From there you’ll be taken to a scheduling page for a FREE STRATEGY CALL to make sure this is the right step for you.

From there, we’ll agree how to move forward and get started.

What Others Have Said

“Shifting from operations into a sales role, [WOLF] was an incredibly valuable resource. He helped me to start building with a people and process first approach that grew not only my performance, but the companies.”
Joel K.
Sales & Marketing
“[WOLF] helped us create a client experience and app on Salesforce that has great improved the experience for our users.”
Tim K.
Customer Service
“Thanks to [WOLF] we were able to improve our operations to sustain 30% YOY growth and reduce costs by 10%. This will definitely support our growth for years to come! ”
Jeff T.
Operations
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Scaling revenue, profits, and impact.

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Hyper-Growth Phase

Client Background 

A SaaS company in a technical industry was experiencing hyper-growth, and they were feeling the pains of growth.  And like most international firms, their focus was on increasing margins and accelerating revenue across global subsidiaries.  

Challenges they Faced 

Their quote to cash process wasn’t structured, or capable of supporting their growth.

This was evidenced by 3 fundamental problems:

  • The quote approval process was a blackbox and lacked audit ability
  • Sales & Revenue predictability was thwarted with inconsistent pricing & discounting
  • Deals were delayed because of slow & cumbersome approval processes
 

Solution

Optimizing their Quote to Cash process was at the core of the solution.  This entailed everything from the configuration of quotes, the quote approvals, and building flexibility into the process.  The 4 points of focus were:

  • Establish consistent pricing & discounting across the organization
  • Optimize & systemize the quote approval process with Salesforce.com’s native functionality.
  • Establish parallel & cross-device approval chains for user flexbility
  • Create appropriate coverage & escalation paths to accelerate approvals
Results 

As a result of the optimizations, which were fully deployed in less than a month, their new process supports efficient scaling as their organization continues to expand.  Some of the business results their new Quote to Cash process provided were:

  • Accelerated Approvals – from weeks to days.
  • Accelerated Revenue Recognition – a result of less delays
  • Improved Cash Flow –  a result of more accurate quotes, and less corrections
 
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