Modernize Your Sales System Infrastructure
We are experts across Sales technology stacks and help your team streamline processes by creating a strong foundation of use cases that match your strategy, then implementing them while removing tech debt. We focus on efficiency, scale and matching technology initiatives to key metrics across the funnel.
What We Do
We integrate the best tools to optimize your sales processes and pipeline. Our team of experts will help you leverage technology to its fullest potential, ensuring your sales operations are efficient and scalable. We'll help you create a strong foundation that will drive growth and success for your business through the power of technology.
Removing Tech Debt
At SalesSource, our technology solutions are designed to eliminate technical debt, ensuring your systems are optimized for peak performance. Our expert team excels in managing large-scale change initiatives, from seamless implementations to strategic restructuring. We meticulously evaluate vendors and integrate cutting-edge technologies to keep your business ahead of the curve.
Data Governance
We have seen how frustrating bad data, inefficient list building, lack of data verification, and longstanding database misalignments can be. By analyzing error logs, duplicate data, and identifying the symptoms of underlying data gaps, we create and monitor processes for data governance that deepen conversion and minimize risk in your critical pathway. As you mature in funnel operations strategies, the governance of these elements is critical for long-term growth, helping you to concentrate on driving sales instead of bad data.
Upgraded Technology Stack
Our upgraded sales technology stack at SalesSource equips your team with advanced tools to understand, segment, and engage target accounts at scale. This comprehensive suite of technologies enables precise targeting and personalized engagement, streamlining your sales processes and maximizing your reach to high-value accounts. By providing valuable insights into customer behavior and preferences, we empower your sales team to make informed decisions and achieve greater success in today’s competitive market.
CRM Administration & Support
SalesSource offers CRM administration and support services designed to optimize your customer relationship management system for maximum efficiency. We focus on key success measures and operational metrics, providing real-time data and analytics to drive your business forward. Our services include system customization, user training, and ongoing maintenance, ensuring your CRM remains a powerful tool for managing customer interactions and improving overall sales performance.
Key Metrics
Essential data points we track for your success.
29%
Sales Increase
Through leveraging your CRM and tech stack to its maximum potential (SFDC)
34%
Attainment Increase
Through sales productivity resulting from effective technology usage (SFDC)
42%
Forecast Accuracy Increase
Through a system of connected technology optimized to specific needs (SFDC)
3X
Data Confidence
Forging a data culture within your organization drives key sales outcomes (HBR)
Challenges We Address
Tackling common obstacles in tech integration and sales processes.
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Data Silos
Facing challenges with isolated data across various systems, leading to inefficiencies and difficulties in accessing holistic business insights.
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Inefficient Processes
Manual tasks are slowing down your sales operations, reducing productivity, and impacting overall business efficiency.
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Lack of Insights
Struggling to derive actionable insights from your data, hindering informed decision-making and strategic planning.
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Poor Integration
Facing challenges in effectively integrating various sales tools, resulting in disconnected workflows and reduced efficiency.
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Customer Engagement
Struggling to maintain consistent and meaningful engagement with customers, affecting retention and satisfaction levels.
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Scalability Issues
Facing difficulties in scaling your technology infrastructure to support growing business demands and maintain performance throughout operations.
Our Technology Solutions
Harness the power of technology to streamline your sales operations and pipeline.
Advanced Analytics
Improve process through data-driven insights and analytics.
Sales forecasting
Lead scoring
Performance tracking
Customer insights
Market analysis
CRM Integration
Enhance efficiency with seamless CRM integration and process automation.
Contact management
Sales process alignment
Data clean-up and strategy
Technology coaching and training
Data synchronization
Automation Tools
Streamline operations with powerful automation tools.
Workflow and task automation
Email reporting and messaging plans
Lead nurturing and lead routing
Capacity planning with blueprint orchestration
Content committee for messaging optimization
Frequently Asked Questions
Answers to common questions about our technology services.
Do you support multiple CRM systems?
Yes and no, we are experts in Salesforce and HubSpot primarily but know the expertise and best practices that can translate to many other systems.
How do you ensure data accuracy?
We employ rigorous data validation and cleansing processes through both offshore and onshore teams, proprietary Snowflake backed analytics tools, and partnerships with technology experts and software companies across the industry.
Can you automate custom workflows?
Yes, we can automate bespoke workflows tailored to your needs, we typically evaluate the needs and help you identify the solution that is right for you. Then implementation involves creating a process and a plan for the things necessary for those automation's to drive productivity for your team.
Do you help with technology enablement?
Our expert implementation team has done over 1,500 implementations of tools like Outreach, Salesforce, Marketo, Hubspot, Gong, ZoomInfo, Lusha, and more.
Still have questions?
Ready to modernize your sales tech stack? Contact us today.
Contact Us