Field and Sales Operations

Creating predictable revenue is the struggle of most executive leaders, who often lose sleep over developing forecasts and pipelines that accurately hit the mark and gaining visibility into how goals will be attained on a tactical level. I can be your partner in helping your sales team become more effective and making your forecasting predictions a reality. The executive table and the board room can be exciting places once again. My strengths include:

  • Revenue Forecasting: Tools and Implementation
  • CRM Dashboard Creation
  • CRM Development and Implementation
  • Field Communication, Document Management and Process Automation
  • Sales Compensation Planning
  • Differentiating Solution Creation Including Client and Patient Web Portals
  • New Product Development


A CASE STUDY

Through the deployment of 2 insides sales team members and an inside sales manager for a total annual compensation equivalent of one and a half field reps, the inside sales team was able to set 298 appointments for the field team to follow up on and close within the first 6 months of deployment. These appointments led to 46 active new accounts within the first 7 months of tracking which generated 17,490 new urine specimens.  Taking into account assumptions on revenue per accession historical data, this volume will lead to an estimated revenue of $2.6M during the same time period with an annual run rate at over $6M.