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Salesforce Analysis

A thorough audit, report, and executive-level presentation on the state of your technical operations.

  • We'll observe your team's workflows, proficiency with tools, and adherence to SOPs.

    We'll meet with stakeholders across your organization to gather sentiments, frustrations, business requirements and insights.

  • We'll take a deep dive into the objects, fields, automations and integrations that are at the heart of your revenue generating engine.

    Based on your business requirements, do you have the infrastructure and processes to support your customers and growth?

  • Along with a thorough analysis and documentation of your current systems, we will make recommendations on changes and upgrades that will support your company's operations.

    We will socialize our findings as we go, folding in stakeholders as revelations are made. Diplomacy in this stage is crucial to reducing friction with impending change management.

  • The culmination of our Salesforce Analysis is an hour long presentation summarizing the key findings and prioritized list of initiatives.

    Nothing will be a surprise by this step, but will experience alignment around your current state of Revenue Operations and a solid game plan moving forward.

    In so many ways, this is where the adventure actually begins!

HubSpot -> Salesforce Migration

Whether youโ€™re taking the plunge proactively or when itโ€™s wildly overdueโ€ฆ Truly the tech startupโ€™s โ€œcoming of ageโ€ adventure!

  • User interviews, ride-alongs with your reps, and lots of white-boarding with your leadership team is the best way to start!

    We fancy ourselves forensic anthropologists - we want to understand your use cases and workflows to build an adequate and delightful Salesforce environment.

  • We'll map out the data architecture, integration points, swim lanes, and handoffs. We'll note what will be included in Phase One versus future iterations.

    We'll map all the objects and fields from HubSpot to Salesforce, noting any data clean-up or reformatting that will need to happen.

  • Now the fun part! We build out role or team-based apps for streamlined working spaces.

    We'll load in some sample data and give you nicely tailored page layouts, list views, and dashboards.

  • The key to a well-adopted Salesforce implementation is lots of end user testing and feedback!

    It leads to better designed solutions and - as an added benefit - your end user becomes the product expert and can train and support their teams.

  • Now it's time for your team to go live in Salesforce!

    Trainings, office hours, and feedback gathering - we're standing by to ensure your users become confident and proficient with your new systems.

B2B Sales Compensation Structure

Everything you need to help your company attract top talent and maintain a motivated sales force.

  • Tailored Compensation Structures: Designing compensation plans that align with various sales roles, considering base salary, commission structures, and potential bonuses. Analyze factors like sales cycle length, deal size, and market conditions to customize these structures.

    Benchmarking and Alignment: Comprehensive benchmarking against industry standards to ensure competitiveness and appeal. This involves reviewing similar roles in comparable companies and aligning your packages to attract top-tier talent.

    Scalability and Flexibility: A scalable compensation model with your business growth and flexible enough to adapt to changing business needs and market conditions.

  • Defining (KPIs): Establishing clear, measurable KPIs.

    Revenue targets, Productivity per rep, Rep ramp up, Lead Funnels, Closing rates, Targets,etc

    Incentive Programs Design: Developing an incentive programs that motivate sales teams to exceed their targets. Short-term incentives monthly bonuses or contests. spiffs

    Advanced Add-on: Long-term incentives such as annual bonuses or equity options, depending on company policy and business objectives.

  • Strategic Role Identification:

    Map out the specific sales roles needed to fill current gaps and meet future business objectives, distinguishing between hunter and farmer roles, account managers, and customer success positions.

    Calculating commissions based on the sale plan structure on monthly bases or other cadence based on the company policies and business objectives

  • Calculating commissions based on the sale plan structure on monthly bases or other cadence based on the company policies and business objectives

SAAS Pricing Strategy & GTM Pricing Model

3 tiers of pricing? Usage-based? Seat-based? Whatโ€™s the best path forward to getting your pricing right?

  • Analysis of your business model.
    Custom pricing models tailored to specific product and market needs.
    Strategic advice on pricing tiers, discounts, and bundling to enhance customer acquisition and retention.

  • Revenue projections under various pricing scenarios.
    Break-even analysis to understand crucial pricing thresholds.

  • Recommendations for positioning based on competitive landscape.

Book a Discovery Session

Letโ€™s connect on your companyโ€™s stage, goals, and needs to see if weโ€™re a match.