Sales Standard
For sales leaders and business owners with simplified sales processes, having a limited budget and need outside support in order to grow.
Sales Foundation
✓ Setup CRM sales - max 10 users
✓ Starter pack sales process setup
✓ Legacy CRM data - account*
✓ Legacy CRM data - contact*
✓ Legacy CRM data - deal*
✓ KPI's - sales team & member perf.
✓ Conduct end user training
✓ Supplemental user guide
✓ 1 recorded session
* Client responsibility for providing data in CSV format for import
Sales Enablement
❌ Process workflows & automations*
❌ Round Robin assignment rule
❌ 10 email templates - initial setup
❌ Setup CRM Sales
❌ Custom fields and views as needed~ ~Maximum of 50 fields & 10 list views
❌ Chat Bot scripts - 4 use cases
* Maximum of 10 automations
Sales Pro
For sales leaders and business owners with multiple sales processes having aggressive growth goals both for the short and long term future.
Sales Foundation
✓ Setup CRM sales - max 10 users
✓ Starter pack sales process setup
✓ Legacy CRM data - account*
✓ Legacy CRM data - contact*
✓ Legacy CRM data - deal*
✓ KPI's - sales team & member perf.
✓ Conduct end user training
✓ Supplemental user guide
✓ 1 recorded session
* Client responsibility for providing data in CSV format for import
Sales Enablement
✓ Process workflows & automations*
✓ Round Robin assignment rule
✓ 10 email templates - initial setup
❌ Setup CRM Sales
❌ Custom fields and views as needed~ ~Maximum of 50 fields & 10 list views
❌ Chat Bot scripts - 4 use cases
* Maximum of 10 automations
Sales Enterprise
Ideal for sales leaders and business owners in mid-sized to large companies that have aggressive growth goals and complex needs.
Sales Foundation
✓ Setup CRM sales - max 10 users
✓ Starter pack sales process setup
✓ Legacy CRM data - account*
✓ Legacy CRM data - contact*
✓ Legacy CRM data - deal*
✓ KPI's - sales team & member perf.
✓ Conduct end user training
✓ Supplemental user guide
✓ 1 recorded session
* Client responsibility for providing data in CSV format for import
Sales Enablement
✓ Process workflows & automations*
✓ Round Robin assignment rule
✓ 10 email templates - initial setup
✓ Setup CRM Sales
✓ Custom fields and views as needed~ ~Maximum of 50 fields & 10 list views
✓ Chat Bot scripts - 4 use cases
* Maximum of 10 automations
For amplified sales results, add Outbound
Also available as a standalone service if you do not require our Sales
Outbound Standard
Ideal for mid-sized to large companies that have aggressive growth goals and complex needs.
Call Planning & Coaching
✓ Help with Call Scripts to ensure we can get customer to engage in first 30 seconds of the call. 1 script /month
✓ Weekly review of SDR(1) top 3 and worst 3 calls with feedback to improve call efficiency and fine tune call script
Outbound Calling
✓ Conduct outbound calling for 500 dials/week
Outbound Professional
Ideal for mid-sized to large companies that have aggressive growth goals and complex needs.
Call Planning & Coaching
✓ Help with Call Scripts to ensure we can get customer to engage in first 30 seconds of the call. 1 script /month
✓ Weekly review of SDR(1) top 3 and worst 3 calls with feedback to improve call efficiency and fine tune call script
Outbound Calling
✓ Conduct outbound calling for 500 dials/week
Outbound Enterprise
Ideal for mid-sized to large companies that have aggressive growth goals and complex needs.
Call Planning & Coaching
✓ Help with Call Scripts to ensure we can get customer to engage in first 30 seconds of the call. 1 script /month
✓ Weekly review of SDR(1) top 3 and worst 3 calls with feedback to improve call efficiency and fine tune call script
Outbound Calling
✓ Conduct outbound calling for 500 dials/week