Our client managed a few sales representatives and customer service representatives virtually. The gaps we identified in his business included - communication gaps between customers, sales representatives, customer service representatives, and himself resulting in frustrated customers and team members. We developed a sales presentation process to ensure each representative explained the same services, clearer contracts were developed which allowed sales representatives to make customized arrangements with customers and clearly communicated customer expectations to customer service representatives, and we identified, implemented, and trained all users on an online CRM system allowing appropriate team members to see customer's status at all times which resulted in clear communications to the customers.
Lisa Meloche, Virtual Chief Operations Officer supports businesses with their daily operations to increase sales, decrease costs, and increase overall profitability.
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