Getting to Know You | Customizing | Installing and Setup
Training | Ongoing Support

Step One: Getting to Know Your Company

The more we know about how you do business, the better your new system will fit.

Through an extensive questionnaire and follow-up interviews, we discover information critical to your success, including:

• The length and complexity of your sales cycle
• Who the decision-makers are in your company
• The products and services you sell and how much it costs you to provide them
• How your company accumulates, tracks and retains customers
• How each new user and department contributes to the overall success of your company
• Communications and data needs, company-wide

An additional, often unanticipated benefit of an extensive needs analysis: Hidden, outdated practices that cost you money can suddenly come to light through this process, giving you the opportunity to correct them now through automation or other means.

This can be critical to the success of your automation project. If you automate the selling tasks of a less-than-excellent or loosely defined sales process, you will only amplify the weakest parts of the process.

But if you use the analysis to fine-tune your sales process, you'll see even more dramatic results when you automate.