top of page
< Back
Implementing a New CRM Platform

Implementing a New CRM platform is a big step in building out your revenue organization, but most organizations don't spend enough time planing on the front end.

Implementing a New CRM Platform

If you're considering implementing a new CRM system or utilizing an existing system such as ConnectWise or Solutions 360 to support your professional sellers, there are a few things you should keep in mind. First, you have to have a sales process. This will make using a tool feel natural to your sellers and if this preplanning is not done, your success rate will be considerably lower. Second, you need to consider how opportunities flow through your organization. What system do you quote with? How do you convert to a project? Who needs visibility? The better you can plan for this, the more your organization will see the benefits of an investment such as this.

As many as 70% of CRM implementations fail.

At Reveueify we are the sales process experts, and we can help you with the preplanning for a CRM system. We have experience with Salesforce, ConnectWise, and Solutions 360. We have been able to help organizations double their win rates, triple managed service attachment, and grow product margins by up to 5% by having a well-thought-out CRM platform. Some of the areas we can help:

  1. Sales Process Creation

  2. CRM Preplanning

  3. CRM and Sales Process alignment

  4. Forecasting

  5. Budgeting

  6. Quota creation

  7. AIM Process (Analyze, Implement, Move forward)

If you are ready to start increasing your win rates, improve margins and drive managed services, contact us today to see how we can align your sales processes and your CRM application to your business goals.

Contact us to Align your CRM and your Sales Process today.
  • Facebook
  • Twitter
  • LinkedIn
  • Instagram
Thanks for submitting!

Sales Coaching

Revenueify Sales Coaching is the perfect solution for organizations that are looking to develop a tactical sales strategy in order to grow revenue.

Managed Service Enablement

Growing your managed service platform with Revenueify can allow you to scale quicker and deliver better customer experiences.  

Revenue Operations

Profitable growth starts with a well-thought-out sales process.   Hiring sales executives, budgeting and forecasting, and sales process design- are all critical to revenue growth, but too often are an afterthought.  Revenueify can help by becoming your outsourced CRO to drive these key levers.  

Revenue technology 

Creating a great process is a start, your systems need to support the process to realize true growth. Revenueify Technology Solutions can help support your business objectives 

bottom of page