Streamlining Sales Operations

Who:

Startup, B2B recycling waste management solution run by a husband and wife team.

What:

Objective to showcase smooth operational and customer service processes as a unique selling proposition.

How:

Identified CRM Needs: Began by pinpointing the need for a simple, adaptable CRM tool for collaboration between the Sales Lead and Owner.

Research and Selection: Conducted thorough research to find the best CRM solution, ultimately selecting Streak for its user-friendly interface and seamless integration with Gmail.

Inbox Analysis: Worked within the Owner’s inbox to gain an in-depth understanding of their lead and sales processes, enabling the creation of an intentional and flexible sales pipeline.

Pipeline Development: Designed and implemented a tailored sales pipeline within Streak, ensuring it was aligned with the team's workflow and easy to adopt.

Detailed SOP Documentation: Developed comprehensive Standard Operating Procedures (SOP) to guide the Sales Lead and Owner in using Streak effectively for daily email management.

Training and Support: Provided personalized training sessions to both the Sales Lead and Owner, ensuring they were comfortable and proficient with the new CRM tool.

Automation Integration: Continued to enhance their sales process by integrating Zapier automations, linking their onboarding tools and processes for a scalable and efficient solution.

Outcome:

Scalable Solutions: Created a robust, scalable sales process that could grow with their business.

Enhanced Efficiency: Enabled the team to manage leads and sales more efficiently, freeing up time to focus on growth and customer service.

Streamlined Operations: Established a solid operational foundation, positioning the startup as a trailblazer in the waste management industry with standout customer service and operational excellence.