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CRM Resources


Great portal site that is completely focused on CRM related subject matter.

Do you Twitter? This is a great feed with many links to CRM related articles, blogs, and press releases.

CRM Sales related blog maintained by our Chief Operating Officer, Richard Baldwin
Process Optimization

Take your sales process to the next level by engaging Intelestream Business Consulting to review and refine your sales processes. We invest the time to understand your organization, types of clients you work with on a daily basis, and current company culture. Once we have a baseline understanding we can evaluate your current processes.

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A Powerful Approach

1.Customer Acquisition This session will define your sales approach when acquiring new customers. We will discuss the following topics:
  • Account Targeting
  • Demand Generation and Marketing Automation
  • Lead Qualification
  • Product or Service Differentiators
  • Competition
2.Sales Methodology This session will define your sales methodology for different products and business functions. We will discuss the following topics:
  • Inside Sales
  • Direct Sales
  • Channel, Agent, and Contractor Sales
  • Account Management
  • Deal Qualification
  • Sales Stage Process and Forecasting
3.Sales Tools This session will define the types of supporting tools your organization utilizes for the above processes. We will discuss the following topics:
  • Sales Collateral and Supporting Marketing Materials
  • Proposal Responses (RFP, RFQ, RFI)
  • Quotation Management
  • Customer Relationship Management (CRM) tools
4.Performance Tracking This session will define the types of reporting metrics, objective settings, and general performance indicators currently used to monitor your sales force. We will discuss the following topics:
  • Activity Goal Setting and Management
  • Opportunity Management and Accuracy
  • Forecast Management
  • Reporting
 

Intelestream Inc - Phone: (800) 391.4055 - Fax: (312) 244.3765 - Address: 27 North Wacker Drive Suite 370 Chicago IL 60606
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