CRM & Reporting Optimization
Simplify your CRM and unlock actionable insights from your data in just 60 minutes.
Bénéfices
Clear CRM diagnosis
Actionable improvement plan
Time-saving reporting
Enhanced data-driven decisions
Description détaillée
In this focused session, we analyze your current CRM setup and reporting processes to identify bottlenecks and inefficiencies. You'll receive expert recommendations and a tailored action plan to make your CRM a powerful daily tool, helping you track the right metrics and drive sales performance.
Méthodologie
Initial needs assessment and CRM review
Identification of key metrics and pain points
Action plan design and prioritized recommendations
Ce que vous obtiendrez
CRM diagnostic summary
Personalized action plan
Key metrics checklist
Questions fréquentes
Pour qui ?
Sales Operations
Head of Sales
Startup founders (scale-up stage)
Prérequis
Access to current CRM and reporting tools
Overview of current sales processes
Expert
Fractional Revenue & GTM Leader
Expertise
Pourquoi Ange-François ?
Proven track record in optimizing CRM systems and sales reporting for high-growth startups and sales teams.
Prochaines étapes
Book your session online
Share access to your CRM (view-only)
Attend the 60-minute workshop
Receive your action plan