Packages

Essential

• Configuration of Lead processes 

• Setup Deal Structure

• Defining and creating Pipelines

• Structuring and labeling of Contact Persons

• Synchronization of calendar and e-mail Providers

• Creating Dashboards

Premium

Everything from Essential +

• Email sequences 

• Customized templates

• Automated tasks and activities

• Integration to your favorite software’s

• Integration to video call providers (Teams, Zoom, Meet)

• Revenue forecasts and deeper reporting capabilities

• Data migration

Elite

Everything from Premium + 

• Project planning, tracking and delivery

• Help defining overall sales strategy

• Align CRM and streamlining overall strategy

• Complete KPI tracking capabilities

• Document and Contract management with e-signatures

• Customized CRM playbook

• On-site workshop

• Data-proven cold calling structure

• Chatbot, Web Forms, Live Chat