Workflows

down arrow icon

Our method to your success.

Like your sales efforts and strategies, Sales Engagement is an always-on, always evolving process. Our Programs provide the structure to evaluate, fine-tune, and enhance every aspect of your strategy and execution while remaining flexible enough to honor your distinct motions and needs.

Diagnosis

01

We know as your process and teams change, your sales engagement strategy can get… messy. A RevShoppe diagnosis starts with surfacing your current strategy, goals, and challenges.

Once we understand your unique motions inside and out, we can spot process gaps, then build a new path forward together. With a tailored strategy and execution plan, you’ll be sprinting towards your revenue goals with confidence.

Start with a self check: Have you diagnosed yourself lately?

1.1

Is your inbound response time too slow because of data flow challenges between systems?

1.2

Which manual tasks are preventing your sellers from being more productive?

1.3

Do you have a process for creating and optimizing messaging across teams globally?

1.4

Are your metrics aligned with your strategic goals?

Optimization

02

Every team has a great plan. 

When it comes to optimization, we focus on establishing a strong foundation to support the buyer experience, not just the business operations. We’ll help you build a documented game plan for how your sales engagement strategy is maintained moving forward and who is responsible for it.

We believe “process makes perfect.” We’ll help map out the who, what, when, where and why tied to your sales engagement operations, so you never question again. Align your teams and departments involved in any systems, governance, reporting changes, and roll outs related to your sales engagement platform and integrated tech stack.

Through our Optimization Program, you can expect positive outcomes across these three areas:

Process Improvements

We’re your configuration co-pilot. Your sales engagement engine needs custom alignment across data fields, settings, and CRM stages for maximum output. We provide best practices and automation so everything is running effectively and efficiently.

Adoption Rates

The biggest risk with new technology purchases is adoption. We’ll configure your systems so you can see how your team is using their toolkit. You’ll get quantitative metrics on your sales engagement platform like total daily activities, prospects added, and steps complete on-time.

Speed to Lead

With proper data flow, we can measure the speed of follow up with prospects, before and after process changes. You’ll see clear progress metrics across leads engaged, conversion rates, and new pipeline.

Engagement

03

Build pipeline with a highly effective messaging strategy.

It’s not about more conversations, but more meaningful conversations. Compelling recommendations for segmentation, automation, personalization and quality copy frameworks that make meaningful conversations possible.

You can expect:

Messaging that works

Fast-track pipeline growth with personalization at scale that exceeds buyer expectations.

Content ownership

Defined content ownership and escalation process for requests and approvals.

Content alignment

Messaging that you’re confident to launch because it aligns to messaging best practices, standard naming conventions and brand message guidelines.

Data-driven growth

Monitor the right metrics and analyze data insights so you know what to cut and where to scale.

Agile go-to-market strategies

Launch strategies faster and with more confidence that end users are set up for success.

Centralized documentation

Cross-team alignment on how content is created and who is involved each step of the way.

Execution

04

Revenue reinforcement.

“One and done” has never been our style. Our on-going execution and self-service programs reinforce the right behaviors while leveling-up your team's skills.

Future-proof your game plan with powerful execution.
Empower your team with tailored live sessions with sales engagement experts:

Manager Training

Leadership involvement is crucial to the success and adoption of any technology rollout. Your management team will get up to speed with the information they need to support end users, monitor the right performance metrics, and help lead the charge and strategy to success.

Admin Training

Operations might be in the background, but they’re just as important as the end users executing your strategy. Your Admin users will leave equipped to troubleshoot any issue post-rollout, make updates or changes to your platform, and create custom reporting in your CRM.

End User Training

From beginner sales engagement platform training to advanced sales strategy, your end users will gain a full understanding of their workflow and platform capabilities to get their best work done (plus reach revenue goals confidently and consistently).

Sales Engagement Playbook

You’ll get access to a proven playbook that ensures new hires are ramped up quickly and existing sellers are equipped for long-term success. The playbook covers everything from configuration and unique workflows to advanced integrations.

Let's
Work
Together

right arrow icon