Workflow Management
Solutions
Using sales automation, ESI will streamline your workflows to work for you better than ever before.
OUR TEAM HAS WORKED WITH THE BEST
Unlock Maximum Performance
Your sales team is well-compensated for a reason: they are the lifeblood of your business’ ability to grow revenues. However, you want them to be able to focus all their time on value-added activities that maximize their talents. ESI will help your business automate the tasks that don’t - and that your sales folk don’t want to be doing anyway: - Data Entry
- Reporting
- Proposals
- Repetitive Tasks
We will review your Customer Relationship Management (CRM) system from top to bottom identifying all of the potential efficiencies within. What processes can be automated? ESI can help merge your data, create new patterns, develop custom solutions using our technical expertise in every major CRM and their associated tools.
Sales reps shouldn't be working with outdated data or work to manually update reports, CRMs, etc. We work with you to make sure your team is spending time selling, not just providing data back to your leadership team. Our experts will make sure your databases and systems are working for your team, not against sales.
Working hand in hand with your internal team, the experts at ESI will dive into your systems and work to integrate everything into a seamless operation. Your sales and marketing teams should be working with the same data in unified systems. While not easy, that's where we come in and revolutionize your sales processes.
Your team will never stop evolving, and neither should your sales and marketing workflows. ESI uses technology to audit workflows and find gaps in performance on a continuous basis. No long rely on major overhauls every few years. Instead, make minor changes as you need for maximum results.
Unleash Performance
Make your growth stack work for you.
23%
18%
42%
ESI will help you automate all those repetitive tasks and keep your sales team rocking at what they do best.
CRM Customization
Your CRM can be your best friend or worst nightmare. We have deep experience in every major CRM on the market. We'll make sure every single low-value task is automated, integrate your other systems, and ensure your team has the data they need on hand to close deals.
System Integrations
Every company should have one system that acts as the source of truth for all efforts. This system, likely your CRM, should be integrated with every facet of your business. We'll make sure your custom applications, databases, analytics, and more all feed into a contextual system that arms sales reps to close deals.
Automated Reporting
There's value in reports, but no value in reporting. The difference? You can automate your data collection and synthesis without wasting your team's time. Whether you're combining a multitude of sources, trying to nail down attribution, or creating custom dashboards, we have proprietary technology and methods to tackle it.
with Fortune 500 Sales Experts.
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