AMC and service contracts belong in the CRM after the deal is won
Most CRMs celebrate Won and go quiet. If you sell AMCs, maintenance or service visits, that silence is where revenue leaks.
Sales operations
Pipeline hygiene, forecasting, commissions and process.
Sales operations
Sales operations
Sales commission belongs in the CRM, not in a month-end spreadsheet
The number that changes a rep’s behaviour is usually calculated by someone in finance, once a month, in a file named Final_v7.xlsx. It does not have to be.
Sales operations
CRM deal value should come from a product catalog, not a typed number
Forecasts rot when deal value is a free-text field. Pick products, compute the number, and refuse to let a proposal go out without it.
Bring your pipeline. We’ll bring a laptop.
Twenty minutes, on your data — not a canned demo. If we are the wrong fit, we will say so on the call.