Onboarding Package: Sales Consulting

One of the standout advantages of partnering with Asymbl is the combination of CRM and ATS workflows in a single platform. Our Sales Consulting Package is designed to enrich this integration by collaborating directly with your sales organization. This package focuses on enhancing the user experience and optimizing your key sales workflows and business processes. By leveraging the native Salesforce CRM objects and functionalities, we aim to create a seamless workflow between your sales and recruitment teams. This synergy streamlines operations and boosts efficiency across departments, ensuring a unified approach to your business activities.

Provided

• One Hour Discovery Sessions:
  • Deep Dive into Sales Process
  • Deep Dive into Account and Client Management
• Training and Documentation:
  • End User Training on Sales Process and Workflows
  • Documentation of requirements post each session with a review at the next session's start
    

Capabilities After Completion

• CRM Utilization:
  • Leverage Salesforce CRM capabilities for managing Leads and Opportunities
• Process Integration and Automation:
  • Create automated handoffs linking closed Opportunities to related Job Orders
• Forecasting and Insights:
  • Forecast revenue based on expected deal value
  • Gain deeper insights into targeted accounts and strategies to acquire new decision-makers
• Customer Relationship Management:
  • Understand and develop strategies for deeper customer relationships
• Lead Generation:
  • Generate new business leads using a lead form on your website with native integration into Asymbl