Sales Operations
For companies that need a little help perfecting sales transactions and managing funnel. We handle all order processing and opportunity management for you.
The problem
- Sales results are inconsistent
- Funnel data can’t be trusted
- No rigger to enforce process across sales reps, can’t compare apples-to-apples
- Lack visibility and can’t forecast the business
- Low win rate
- Sales managers don’t have time to work through each individual deal with reps
- Not using insights to drive decisions
- Missing renewals, or renewal orders are not accurate
- Unsure what a customer owns
How our Sales Operations service will make an impact
- Spend more time coaching your team
- Better forecasting
- Better data insights to make better decisions
- Better application of sales process will improve win rates
- Focus more time on marketing activity that drives results
What’s included with this Managed Service?
TekStack will handle all the back office functions like funnel management and deal desk for you, at a fraction of the cost of hiring an inhouse person.
Sales Funnel Hygiene
- Close date management (date vs stage, dates in the past, opps with no date)
- Forecast category is accurate
- Emails tracked to opportunities
- Stage and duration analysis (stuck opportunities, opportunities with no action)
- Track opportunity attribution
Deal Desk for Closed Won Opportunities
- Customer has signed contract attached
- Products, Prices, Quantities, subscription terms on the opportunity match the contract
- Generate order and invoice
Renewal Management
- Renewal opportunities are generated and assigned
- Renewal playbook activated, ensure renewal activities are completed
- Renewal Orders are sent and signed prior to renewing
Price Lists Management
- Create and maintain products, price lists, and prices
- Add new products, units, terms, and prices
- Decommission old lists, products, units, and/or prices
- Manage product bundles
Quote, Order, and Contract Management
- Maintain quote, order, and contract documents
- Update document templates like order forms, quote forms, proposal templates
This managed service requires TekStack modules
For this managed service we require TekStack Sales and Marketing Automation modules. Unfortunately we can’t provide this service for customers using alternative platforms.
TekStack Sales
Your CRM platform that includes account, contact, and opportunity management
Okay, here’s the fine print
Currency
Pricing in US Dollars. TekStack can provide pricing for CAD, GBP, EUR, and AUD.
Scope Included
Monthly price includes up to 5 sellers or 20 opportunities created per month. Add $1,000 per month to increase scope to 10 sellers, or 40 opportunities created per month.
Pricing Terms
Pricing based on annual term paid in advance. Monthly pricing is available through our business partner Capchase on an annual term. Just add 10%. Payment by ACH, Wire, or Credit Card. For Credit Card, add 4% processing fee.
Waive Implementation Fees
For customers that contract TekStack managed services, TekStack will waive one-time implementation fees of up to $5,000.
Managed Services require TekStack Software
Our Managed Services offerings are designed to complement TekStack’s software platform. Unfortunately these services are only available to TekStack software customers.
