Sales Process Improvement for CRM

A Foundation for Long-Term, Sustainable Growth

ALTAVI accelerates the development of the sales organization by collaboratively developing a new vision for Sales Operations. Our lead consultants draw from over two decades of experience while working with stakeholders to systematize sales process improvement, interfacing voice of customer with core business strategy to support long-term, sustainable growth.

ALTAVI Sales Operations Consulting plans and delivers key objectives, such as:

Increased Profitability
Higher Forecast Accuracy
Reduced Sales Administration
Faster Quote-to-Cash
Facilitated Up- and Cross-Selling
More Professional, Convenient Buyer Experience
And more...

Why the ALTAVI Team?

Experienced Executives

who drove real, sustainable change in mid-market multinationals and now deliver ROI to sales and across the enterprise.

Sales Operations Consultants

who connect and consolidate client activities to drive success and a more satisfying customer experience.

Technology Experts

who design, implement, and integrate solutions and systems that improve sales with tried and true practices.

Our Consultation Services

Sales Operations Overview >

We quickly evaluate Sales and trace the path to sustainable improvement in profitability and competitiveness

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Our Actions

‍Management Interviews
Sales Operations and Sales Rep Interviews
Cursory Process Review
Inter-Organizational Workflow Interviews
CRM Implementation and Configuration Review

Your Deliverables

Sales Process and Technology Gaps Report
Technical Recommendation(s) to Improve CRM
Recommendations to Improve Sales Rep, M+1, and Mgmt Usage
Process and Technology Roadmap

Sales Operations Deep Dive >

Comprehensive evaluation of Sales Operations with detailed recommendations to elevate performance

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Our Actions

Management Interviews
Sales Operations and Sales Rep Interviews
Business Process Mapping and Analysis
Interorganizational Workflow Interview and Process Mapping
CPQ | CLM | Rebate and Incentive Management | CRM Integration and Configuration Review (When Applicable)
Miscellaneous Technology Review (When Applicable)
Data Quality Evaluation
Strategy vs. Sales Operations & Technology Evaluation
Staff Champions and Roadblocks Evaluation
Reports and Dashboards Evaluation

Your Deliverables

‍Overview of Business, Strategy, and Questionaire Results
As-Is and To-Be Process Maps
Strategy, Sales Process, and Technology Gaps
Recommended Silo Integration
Recommendations to Improve Sales Rep, M+1, and Mgmt Usage
Sales Operations Process Roadmap
CRM Roadmap
Recommended KPIs
Recommended Dashboards and Reports

Our Clients

“ALTAVI's experience with the buy-in process was critical to our Salesforce.com rollout last year. In the time they took to understand our process, they won over our entire team. Always asking: 'How can we simplify?' or, 'maybe we should integrate these processes at different layers…' ALTAVI has delivered results that will add value, and keep building more value with time.”

Joey Calderon
National Sales Manager