We conducted an end-to-end assessment of the client’s sales process, involving interviewing key sales team members, key customers, and management, as well as a full analysis of its CRM and sales data. We identified key gaps in its sales cycle that created inefficiencies, as well as implemented increased discipline around data entry, weekly performance review, and follow-up processes. We also re-configured its CRM to improve data capture and hygiene, as well as enhanced management reporting.