It’s tough to commit to a new service when you’re not even sure what you need. It can feel simple to look at a business and make certain evaluations — say, when you need to hire another salesperson, or when you need another software engineer. That’s because those can be easy to identify the need from the outside looking in.
But oftentimes, operations is a bit different. It’s tough for people who aren’t deeply experienced with operations to identify issues until it’s a huge pain, at which point the best you can do is try and detangle. Even people who are familiar with operations and have been doing it for years can be so caught up in the day-to-day chaos of working through a to-do list that it can be tough to keep track of best practices.
So just like a home or auto inspection, we’re announcing our 10-point Inspection so you know where you stand. Unlike a home or auto inspection, however… it’s free.
At no cost and no obligation (and no catch!) our team will take a look at your CRM and evaluate your setup against our knowledge of best practices in the field. While the CRM is just part your software stack, it often serves as a good proxy for the health of your overall operational infrastructure.
Some common questions that can be answered in these reports:
- Are we properly tracking why we lose deals?
- How well do our reps update opportunities?
- What portion of our fields are actually used?
- Is our information secure?
After your inspection is complete, we’ll set up time to take your team through it so we can answer any questions. It’s fast — we’ll need access for just 48 hours — and you’re free to do whatever you wish with the report after we’re done.
Interested? Click the button below to get started: