Sales systems
Sales contacts get lost between emails, spreadsheets and memory
We set up the CRM, sequences and sales process for your team to use, and train the people who sell.
Who it’s for
For companies that sell through direct contact and feel they lose opportunities for lack of method rather than lack of market.
Signs you need this
- Follow-ups get forgotten.
- Each contact’s history is scattered across emails and spreadsheets.
- Prospecting is done one by one, with no sequences or reminders.
- The people prospecting aren’t full-time salespeople.
What we do
- We define the ideal customer and the segmentation.
- We set up the tool: pipeline stages, sequences, automatic tasks, lead scoring and dashboards.
- We write the sales playbook: who to talk to, how to approach them and what to say to each objection.
- We train your team on each person’s real contacts.
A real case
At an IT consultancy with over 400 people, we set up the prospecting tool and ran 12 two-hour workshops for the sales team, with homework on their own contacts. The programme was also designed for people who don’t sell full time, with the same method for everyone.
Frequently asked questions
Do you do prospecting for us?
No. We set up the system and train your team. The people who talk to clients are the ones who sell in your company.
What tool do you use?
The one you already have, if it does the job. When there isn't one, we propose one and explain why.
What if the people prospecting aren't full-time salespeople?
That's one of the most common cases. The method is the same for everyone, practised on each person's real contacts.
Tell us where your team loses time.
Prefer to write? marta.matos@withzeno.com