WOLF DIGITAL CONSULTING

Sales Process Assessment

Our comprehensive assessment of your sales process evaluates the 17 aspects of selling in a modern services company.  Everything from lead qualification to renewal.

Who's this for?

Organizations that are either gearing up from a high-growth phase, or are feeling the pains of un-optimized growth are best suited for this assessment.

If you’re experiencing (or want avoid) things like the following, this assessment is for you.

  • High Turnover
  • Decreasing Win Rates
  • Increasing Churn
  • Increasing CAC
  • Decreased Lead Gen
  • Increasing Days to Close
  • Increase in Days Sales Outstanding (DSO)


All of these metrics indicate that your sales process is holding you back.

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What You'll Get

This assessment will give you everything you need to remove ineffectiveness and accelerate your entire sales process, including:

  • Comprehensive Mapping & Benchmarking 
  • Scalability & Constraint Analysis
  • End Point & AI Use Case Mapping
  • Strategic Action Plan for Optimization
 
You’ll have everything they need to optimize your sales process.
 
More importantly, how & where to start.

What You Can Expect

Understanding where you are is just the first step in the process.  It takes between 3-4 weeks and provides clarity of what needs to be optimized to match your business goals.

Depending on your objective, some results that are possible are:

  • Decreased Days to Close
  • Increased Close Rates
  • Time/Resource Savings
  • Faster Onboarding
  • Increase in # of Opps Closed
  • Stabilized or Reduced Turn Over
  • Decreased Churn
  • Protected ARR

 

While your exact focus might be different than others, this first step gives you the ability to achieve the results you want.

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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.

Shortly after that, you’ll know everything there is to know about your sales process, and more importantly, where to start improvements.

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

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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