Our Work

Sales, Marketing and CRM

Certain levels of understanding and perspective of the organization must be achieved if effective strategies are to be formulated and executed. CPI professionals create a custom survey and conduct individual interviews with team members to gain a 360° perspective of your sales and marketing operations.

Each survey differs but areas we explore include:

• Reporting/Measurement - process / tools / staff utilized
  
• Technology Assessment - lead tracking, communications, order processing, workflow
  
• Marketing Strategy - lead generation, branding, market knowledge, competitive analysis
  
• Operations - comparison of business goals and actual performance
  
• Compensation Plan - review and analysis of entire sales and marketing team
  
• Performance Criteria - establish meaningful benchmarks and tools to measure progress
  

Confidential Practices offers many levels of services including the above survey/analysis; which many organizations utilize as an annual objective report of progress, all the way through direct management of your sales team.

When organizations experience sales growth, management of the sales effort requires more and more time and effort. CEO's can begin to struggle to keep their hands around the operation with all the other tasks that abound.

Our trained sales professionals act as management of sales/marketing performance and operations (including outside vendors) while the organization grows to a level that justifies full time sales management. This is just one example of a solution that has been incredibly effective for many of our clients.

Give us a call today! (312) 513-9411