Our sales services enable your clients to manage and grow their pipeline more effectively as well as forecast more predictably and accurately.
Traction AI’s Sales Suite gives you:
Category
Services
Description
Setup and Implementation
CRM Configuration & Integration
Setup and configuration of best demonstrated practices for CRM system.
CRM Setup includes:
• Activity tracking and logging (phone calls, emails, meetings).
• Custom fields/properties setup
• Default "views" defined and deployed.
• Automate key workflows and activities (e.g. lead assignment, form submissions etc.)
• Integrate tasks and notifications with preferred systems (e.g. email, slack, etc.)
Setup and Implementation
CPQ Configuration & Integration
Setup and configuration of best demonstrated practices for CPQ system.
Setup includes:
• Core Proposal, SOW and MSA templates deployed.
• Approval process codified and implemented.
• Integrate with CRM system to ensure documents reflect accurate deal points and executed contracts are correctly associated with relevant deal records.
Prospect Management
Lead assignment Rules and Status Tracking
Define and deploy assignment rules to distribute MQLs to the sales team. Automate the "lead status" stages in the platform to ensure that activity can be tracked.
Prospect Management
Prospect Outreach analytics
Analyze current status of all managed contacts by sales rep. Quantify the number of "touches" required to progress a contact being worked by the sales team.
Prospect Management
Sales Prospecting activity analytics
Measure the amount of sales team activity with prospects – by rep and by prospect lead status stage.
Deal Management
Sales Pipeline Stages and Requirements
Define deal stages, deal progression requirements by stage, & custom related fields required to capture critical information as opportunities mature.
Deal Management
Pipeline Analytics & Reporting
Analytics on current qualified pipeline, days to close results by product, win rates by product/deal stage.
Data Hygiene
Expired and Inactive Deal Identification & Reporting
Notify team of deals with out of date/incomplete information, or those that fail to meet engagement criteria to be considered "qualified pipeline". Used to ensure that the pipeline represented in CRM can be leveraged for forecasting exercises.
Data Hygiene
Data cleaning and freshness management
Ensure all deals have up-to-date, accurate, and comprehensive data on key deal points (contract terms, associated decision makers, products, line item discounts, etc.)
Sales Forecasting
Forecast Categories Setup and Automation
Define forecast categories and automate deals "progressing" between categories based on deal stage criteria.
Sales Forecasting
Sales Forecast Analytics
Analytics on current Sales Forecast, win rates by category, and forecast makeup (e.g. New Business vs Renewals etc.)
Price Quote Management
Contract Approval
Define/maintain quote and contract approval routing process and integrate into systems.
Price Quote Management
Contract Template Management
Enable and keep up to date Master Services Agreement (MSA), Statement of Work (SOW) professional services and other contract templates (NDAs etc)
Price Quote Management
Contract Inventory
Inventory and digitize organization's active MSAs and SOWs and ensure they are associated with relevant CRM records
Product Catalog
Product Catalog Deployment
Deploy initial product catalog, standard price points, and product descriptions. Synchronize product catalog across all other Revenue Architecture systems.
Product Catalog
Product Catalog Maintenance
Update and withdraw products, descriptions
Product Catalog
Product Catalog Strategy
Ongoing review of product price points, bundlings, and discount strategies employed that are associated with the highest win rates of deals.
Process & Systems Training
Sales Process, Systems, and Dashboards Training
Training for Executive Leadership, Functional Area lead, and Team members on Sales process and how to use each system to enable these processes. Traction AI dashboards will also be included within this training.