Sales Consulting

Our team of experts will work with you to develop a custom plan that addresses your unique needs. Whether you need more time or resources, or just want some advice on how to build confidence and grow as an individual seller, we’re here for you.

Sales Consulting

Sales and Technology are vital to any small business owner’s success. At ExceedSales, we provide you with the best guidance to help you optimize your sales & workflow processes so that you can increase your cash flow, close more deals and delight more customers. Here are some consulting packages we offer to achieve that:

A sales coach teaches an accountant on a laptop in an office

Sell with confidence

CRM implementation & workflow automation

This option allows customers to centralize all their client data, document all their sales and operational processes using CRM and workflow management software to improve customer relationships and employee productivity. Services include software integration, process design and standardization, customized reports & analytics, and team training / onboarding. Pricing is tailored to your individual needs. 

Sales process design & strategic planning

We offer additional consultation work whether it’s remote or on-site, including Sales process design, strategic planning, evaluation of standards and practices, and customized action planning. Custom pricing available tailored to your individual needs. 

Ready to Grow?

Whether you need more time or resources, or just want some advice
on how to build confidence and grow as an individual seller or as a team, we’re here for you.

Grow and sell with confidence

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