Optimize your sales process and empower your team with Process-Smart’s Sales Operations service. Our university-educated CRM specialists and sales coordinators manage every aspect of your sales lifecycle, from lead research and data entry to pipeline administration and follow-up coordination. By embedding dedicated professionals into your workflow, we enhance data integrity, streamline handoffs, and help you close more deals with fewer hassles.
Identify high-value prospects through targeted research and enrich CRM records with firmographics, contact details, and buying signals.
Maintain accurate account records, opportunity tracking, and clean contact databases to support reliable forecasting.
Prioritize and segment leads, update statuses in real time, and deliver actionable dashboards on conversion rates, pipeline velocity, and revenue projections.
Schedule and manage outbound calls, email outreach, and sales meetings; prepare agendas, take minutes, and follow up on action items.
Handle pricing configuration, contract and proposal preparation, and pitch for additional services to improve customer satisfaction.
Coordinate with marketing, finance, and customer service to ensure alignment and support for sales strategies.
Our teams excel in leading sales and CRM platforms that drive revenue growth:
Salesforce – HubSpot CRM – Zoho CRM – ZoomInfo – LinkedIn Sales Navigator – Apollo