Project Scope:

• Identified, selected, negotiated and purchased Sales GTM Tech Stack

  • CRM, Account Data Provider, Contact Data Provider and Call Intelligence

• Deployed and integrated all tools in Salesforce

• Implemented Account hierarchies, territory assignments and automated Account data refreshes

• Setup Salesforce Collaborative Forecast integrated with MEDDPICC process

• Implemented baseline performance reporting, pipeline reporting, Einstein activity capture, product SKUs and opportunity quote generation workflows

• Sales training, documentation and hand off to team for direct sales launch