SERVICES AND PACKAGES
Want to have a conversation first? There’s no charge for a first time 30-minute meeting.
Remote Admin
Hire a tooling admin without the added expenses accompanying an FTE. Can be CRM-specific, or focusing on your GTM tools.
Remote Operations
Let us support your operations by leading with best in class GTM practices, all while accelerating the ecosystem and analytics to make it all happen.
A la Carte
Explore our individual offerings - these can be added on to packages, or purchased as one-off services. Custom offerings also available.
REMOTE ADMIN
You know exactly what you want, but need help building it.
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We will work closely with your HR/IT teams to provision or revoke licenses across relevant systems accordingly. Including designing roles with appropriate permission sets (if required).
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Our team will create and edit reports or dashboards. We will also make recommendations on reports you may want to utilize.
Analysis of reporting details are not included in this package (see Remote Operations package).
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We will assist in any CRM or 3rd party tool configurations you require (as well as make recommendations accordingly).
We will also advise you of any limitations (if applicable, CRM dependent).
Note: larger builds will use up more hours.
REMOTE OPERATIONS
The all-in-one expert ready to accelerate your business .
This is where transformation happens.
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We will work closely with your HR/IT teams to provision or revoke licenses across relevant systems accordingly. Including designing roles with appropriate permission sets (if required).
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Our team will create and edit reports or dashboards. We will also make recommendations on reports you may want to utilize.
Analysis of reports are included in this package.
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We will assist in any CRM or 3rd party tool configurations you require (as well as make recommendations accordingly).
We will also advise you of any limitations (if applicable, CRM dependent).
Note: larger builds will use up more hours.
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We will conduct a thorough review of your data architecture and operational processes (across personnel and technology).
By scrutinizing your current data architecture we will be able to see what syncs to your CRM and how information is currently organized. Strong data foundations are critical to ensuring your CRM remains a clean source of truth. We will also recommend and direct appropriate process changes to propel growth and operational strategies where necessary.
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As we transform your CRM and GTM tools, it’s important that we document what is changing for your teams to reference. We will also work with your team to help document existing processes and workflows to build a scalable training and onboarding guide.
A la Carte
These services can be purchased individually, or as add ons to existing packages.
Please contact us for more information. Minimum hours may be required.
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An in-depth analysis and review of the current state of your CRM system. A detailed report will be provided which will include feedback and potential areas of improvement.
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Are reps having trouble finding information across their accounts? Lacking a replicable structure for people to follow as you move through tools?
We will conduct a thorough review of your data architecture and operational processes (across personnel and technology).
By scrutinizing your current data architecture we will be able to see what syncs to your CRM and how information is currently organized. Strong data foundations are critical to ensuring your CRM remains a clean source of truth. We will also recommend and direct appropriate process changes to propel growth and operational strategies where necessary.
This service must be purchased together with CRM System Feedback & Review.
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Lacking sales onboarding? Missing the customer playbook for your CS teams? Enablement is often not the priority, nevertheless a valuable companion to the training arsenal. We will work with your team to help document existing processes and workflows to build a scalable training and onboarding guide. Maintenance of enablement materials will require purchasing additional time.
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As your company grows, the current edition of your CRM (or other 3rd party tool) may have features that are locked behind a different edition or package. Let’s work together to explore if you’re experiencing limitations in your CRM (or any current tool) and determine if an upgrade is truly required. We’ll help you take advantage of any new upgrades immediately. We may also be able to unlock a lower rate for you - contact us for more details.
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The choice to migrate your CRM to a different provider (or create an all new instance) is not an easy one. We’ve worked with companies who have completely migrated from one platform to another, as well as implemented new instances to begin anew. Let’s get to know the journey of how your CRM came to be and we can provide the best recommendation on next steps.
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Moving from Intercom to Drift? Calendly to Outreach? Hubspot Marketing to Marketo? Expanding your Zoominfo suite so you can deprecate your existing chat tool? We’ve done it all. Whether it’s a migration, deprecation, implementation or exploring the expansion of purchasing more products offered by a single provider we can help.
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Global data privacy laws and regulations are complex to navigate, especially in the ever-evolving world of AI and AI Governance. Work with a Certified Information Privacy Technologist (CIPT) on our team to ensure your company continues to operate within the ever-changing regulatory boundaries.
This service has it’s own unique fee schedule. Contact us for more details.
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Do you need help with a specific task or project? We can help with a large variety of requests, including but not limited to, project management, large scale data analysis, bug hunts, testing, or project based work. Let’s meet to discuss your needs.
WANT SOMETHING CUSTOM?
Want to build a package with some of our a la carte offerings? Or want something even more specific?
Fill out the form below.