Systems Consulting

For businesses looking to transform their business operations by adopting best-in-class CRM, marketing automation, and sales enablement software. SalesWorks takes companies through the process of planning, selecting, installing, and adopting cloud-based business platforms that best serve their objectives.

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Train Your Team Like the Best

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systems process focus area

Data Audits

When organizations have trouble tracking KPIs and understanding their data, sometimes it’s due to an issue with the data itself or the way that data is documented. When conducting data audits, SalesWorks reviews your database’s existing fields, field types, value sets, input methods, and more to identify risks that prevent your team from answering important questions about your market and your team’s performance.

Systems Process Focus Area

Systems Migrations

Moving off of your legacy CRM can be exciting — and intimidating. It's so important to minimize downtime for your team, but also to take extra care when moving records so that vital information isn't lost during the transition. With the right plan and first-hand experience to anticipate challenges, SalesWorks carries out system migrations efficiently and accurately to make sure your team can get back to business.

System process focus area

Integration Optimization

More and more software providers are equipping customers with the ability to connect applications to each other right out of the box. However, those native integrations are designed to serve all customers; what if your organization has special requirements? SalesWorks performs both reviews and hands-on optimization work for connecting peripheral applications to your central source of truth in a way that makes sense for your business.

Systems Process Focus Area

Data Visualization & CRM Reporting

You have specific questions that you need answered about your organization's or team's performance. Sometimes, your software's default reporting suite just isn't capable of answering those questions in the right way. SalesWorks helps B2B leaders dive into which questions matter most for their busienss, how data can be summarized to answer those questions in a digestible format, and how to make reports readily accessible for appropriate stakeholders.

Do You Need a Business Technology Assessment?

B2B organizations can use several indicators to understand how effectively their technology is supporting their business. SalesWorks recommends focusing on the most important aspect of your process, however — your experience with your business tools.

Here are some sample questions you can check with your own team:

Questions For Your Team

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Can I understand my organization's production at-a-glance? Can I understand my team's production at-a-glance? Can I see where our investments in demand generation are paying off? Do I get a lot of software related complaints or excuses from my execution staff? Does it seem like there's time or effort wasted on some aspect of tool usage?

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Do I have trouble answering questions about results that come from leadership? Do I document my sales numbers on a scratch pad or spreadsheet? Is it difficult to keep up with activity because the CRM is awful? Do I have trouble prioritizing sales work that "moves the needle?" Am I able to reach out to the best targets possible? Do I use or know about a tool outside the CRM that could be really helpful for my work?

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Do I have to look at multiple platforms or marketing tools when building reports? Can I quickly understand which marketing campaigns have the biggest influence on won revenue? Can I quickly understand which marketing channels are yielding the most/best results? Is there a disconnect between what marketing produces and sales works on?

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Do I have to regularly troubleshoot basic questions from the team? Am I simply unable to produce reports that leadership says are important? Am I pressed for resources and have to delay a systems transition? Could I use a second opinion on whether we're following best practices?

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Testimonials

The attention to detail Shabri and the team put in to the preparation of the bespoke training courses is fantastic. It gave my team a lot of confidence that SalesWorks had put in time and effort to really understand the team, their strengths and their areas of improvement. If you are looking to help your SDR or BDR teams make the step to the next level you'll be hard pushed to find a better partner than SalesWorks

Will Davidson, Chief Sales and Marketing Officer

SalesWorks has helped us double the size of the team by hiring quota-carrying reps, has reduced our onboarding time from 3 months to 3 weeks and driven performance improvements. They helped us with new processes and KPIs which has had a huge impact over the last 6 months.

Jonathan Jorgensen, Chief Sales Officer

With Shabri’s guidance, training and call coaching we were able to get our BDRs up to speed quickly and on the phone driving opportunities in less than 4 weeks’ time. We now have processes in place that will allow us to continue to grow and expand the team. I would highly recommend SalesWorks for any organization that is looking to start up an inside sales team or improve how they are currently operating.

Mike Barbour, VP of Sales

I attended a SalesWorks sales leadership workshop and I found the day to be extremely enlightening and interactive. It was great to share and learn with the group in an interactive environment. The workshop allowed me to identify key areas to increase motivation, productivity and efficiency gains which overall resulted in significant positive change.

Alex Ball, VP of Sales

Over the course of my career, I have used consultants for many projects with different degrees of success. What sets SalesWorks apart from others is their ability to quickly develop a collaborative relationship with the team and build a practical plan. The program they recommended will remain a part of our business long after the project completion.

Tom Ogburn, Chief Revenue Officer

A genuinely helpful workshop that enabled me to reflect on my current process and give my presentation skills a serious upgrade. I’d strongly recommend this workshop to any SDR that is serious about sharpening their skills. If you want to take your prospecting to the next level, receive valuable feedback on your current approach and hone your presentation skills then get involved!

Tom Boston, Sales Development Rep

When choosing the right training for your team – it’s key to consider the impact and influence on an individual’s development. I had a high performing rep who lacked confidence and ability to publicly communicate within a meeting. After attending the SalesWorks workshop, they were able to present at our sales kick-off and educate other sales people. This is priceless.

Louise Agostini, Managing Director

Since attending SalesWorks open workshops, my SDRs have sharpened their skills, improved morale, and increased performance for SQLs generated and funnel conversions. They have a better understanding of the sales process, and our team spirit is flourishing. As for myself, training with individuals in similar roles from different industries has been invaluable. I’d highly recommend SalesWorks for any SDR!

Felicitas Coulibaly, Head of Inside Sales

The SalesWorks team has that rare ability of being able to listen well and then deliver relevant, real-world practical advice based on their excellent knowledge of selling, that directly impacts the actions of your sales teams.

Ben Gaston, Sales Director

Systems Consulting FAQs 

Q: Who performs the work for my technical project? 

Technical implementation engagements are typically staffed with two-person teams consisting of a project manager and a business technology consultant, both of whom are based in the U.S. Having two team members helps us be as efficient as possible to your needs throughout the project. 

Projects are scoped to use shared team resources rather than dedicated staff assigned only to your project, unless otherwise negotiated prior to your engagement. 

Q: How do I keep track of my technical project's progress? 

Your SalesWorks consulting team operates from a project management platform that visually lays out tasks and deliverables based on their completion status and in a Gantt chart format. Project updates are usually shared upon completion of key milestones, as well as in a 30-minute weekly check-in between SalesWorks and relevant stakeholder(s) from your organization. 

Q: How involved do I need to be in my technical project? 

Participation requirements can vary based on the type of work being completed, but generally you can expect to receive clarifying questions and approval requests from your SalesWorks project team, as well as expect to participate in onboarding tasks like granting SalesWorks consultants access to your software. 

If SalesWorks expects any more intensive participation from your team to complete technical work or participate in process design, you can expect to be informed as early as possible (and usually prior to signing the final scoped agreement). 

Q: Pricing — How much does a technical implementation cost? 

Different organizations and teams have different needs; because of this, projects usually require unique scopes with different prices. Sometimes, certain projects complement one another and will be included in SalesWorks' full recommended scope following discovery. However, you can expect to see starting prices for the following projects (these are subject, and likely, to change based on discovery findings): 

  • Data Audits: £3,600.00 / $5,000.00
  • Systems Migrations: £3,250.00 / $4,500.00 
  • Data Vizualization & CRM Reporting: £2,250.00 / $3,250.00 
  • Integrations Optimization: £1,850.00 / $2,500.00

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